Broker Check

Rene S. Randel, MBA, CPA, CFP®

Rene S. Randel, MBA, CPA, CFP®

President

(805) 389-3330
RandelR@hdvest.net

Our firm was established to provide ongoing accounting, tax, and financial services to corporations, small businesses and individuals. Recognizing that each client has unique financial goals, Rene tailors his services to meet each clients' specific needs and objectives.

Rene can help you address:

Investing principles and strategies
Retirement investing and distribution strategies
Estate conservation issues
Risk management
He also can answer your questions, including:

Can I retire early?
Are my investments working hard enough?
What’s the best approach for college savings?
What are the elements of a sound estate strategy?
Do I have enough life insurance for my family?

Mr. Randel has helped many people just like you with similar issues and concerns. He specializes in creating an approach that is designed to address your individual situation.