Gregory W. Randall,  CFP<sup>&reg;</sup> - Financial Advisor

Gregory W. Randall, CFP®

Financial Advisor

GW Randall & Associates

3510 Unocal Pl, Suite 207
Santa Rosa, CA 95403
FINANCIAL ADVISOR'S WEBSITE
(707) 566-9713

General

Gregory Randall is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at GW Randall & Associates in Santa Rosa, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CHARTERED RETIREMENT PLANNING COUNSELOR (CRPC®)

Insurance Licenses

  • Life insurance: AK, AZ, CA, NC, VA
  • Health/disability insurance: AK, AZ, CA, NC, VA
  • Fixed annuities: AK, AZ, CA, NC
  • Variable annuities: AK, AZ, CA, NC

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Getting Divorced, Mutual Funds, Insurance, Job Loss, Retirement, Long-term Care, Sudden Wealth, Nontraditional Households, Women's Finances

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