Randy is a financial professional passionate about helping others achieve fiscal success through financial literacy. He uses a comphrensive planning process to help families, corporate executives, educators, and business owners reach their financial goals. Through asset accumulation, income protection, education funding, estate planning, and wealth-preservation strategies, Randy helps his clients prepare for their futures at each life stage.
Randy was recruited by Firstrust Financial Resources (FFR) from Rutgers University to expand the wealth and risk resources provided to his clients. By conducting a thorough analysis based on needs and desires, Randy develops comprehensive and customized strategies designed to help his clients effectively accumulate, protect, distribute and transfer their assets in the most tax-efficient manner possible. Randy leads a team at FFR that focuses solely on bringing high quality financial advice to educators, administrators, public servants, and first responders.
Randy is accustomed to building solid relationships and providing long-term value to his clients. He holds a Certified Retirement Education Specialist (CRES) designation and Retirement Income Certified Professional (RICP®) designation. Randy resides in Williamstown, NJ with his wife, Alexa.
Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC. Equitable Network conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and Equitable Network are affiliated companies and do not provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. Your receipt of this e-mail does not necessarily indicate that the sender is able to transact business in your state.
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Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.