Licenses & Certifications: 
CERTIFIED FINANCIAL PLANNER™ practitioner, CFP®
Master of Science in Finance
Registered Securities Representative
Licensed Insurance Agent

Randy joined TrustCore in 2001 after establishing a successful career as a financial planner in the San Francisco Bay Area of California. He provides comprehensive financial planning to busy and successful individuals and families.  Randy specializes in the unique needs of business owners, executives, physicians, and real estate investors.  His technical achievements and attention to detail suit him well with clients that have strong financial backgrounds themselves or have high expectations of their advisors.  Several of his clients are CPAs, hold MBAs, or serve as corporate CFOs.

Randy provides a thorough approach to financial planning by coordinating the efforts of his clients and their other advisors.  He implements a comprehensive written plan that covers all the key components of a client's financial life.  Issues addressed in the plan include cash flow management, retirement planning, diversified portfolio design, investment performance, estate planning, and tax minimization.  While Randy is involved in all aspects of a client's personal financial life, he has special expertise in analysis of securities, portfolio design, stock option planning, and investment real estate.

Randy is an adjunct professor with his alma mater, Golden Gate University, teaching a master's degree course in financial planning case studies via their online program.  He earned a master's degree in Finance, with a concentration in Financial Planning, from Golden Gate University in San Francisco.  His bachelor's degree is in mechanical engineering from Vanderbilt University.

Prior to becoming a financial planner, he served as an officer in the United States Navy and as an engineer for a fortune 500 specialty chemical company.  He and his wife Monika are active real estate investors and are experienced in single and multi-family homes.  They live in Brentwood with their two children, Christopher and Jessica.