Broker Check
Is Tax Reform on the Agenda? It Was the Best of Times, It Was the Worst of Times The Cost of Procrastination When Special Care Is Needed: The Special Needs Trust

Welcome to Our Website

For over 20 years, Rene S. Randel, MBA, CPA, CFP® has helped clients pursue their financial goals.  Our firm offers a full array of tax, financial, investment* and estate planning services.  Mr. Randel is uniquely positioned to recommend which investments would be best for your specific tax situation because he is both a Certified Public Accountant and a Certified Financial Planner®.  Mr. Randel's approach adds a broader perspective and provides increased benefits to his clients whether they are individuals or small businesses.

Call us at (805) 389-3330 and find out how we may be of service to you. 

*These services are offered by Rene Randel through his affiliation with HD Vest.