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Rene S. Randel, MBA, CPA, CFP®

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.


Our Mission

Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and succeed with a strategy that’s designed to address your individual or business situation. We understand the challenges today facing individuals, families, and small businesses.



Tax Planning and Preparation

As a licensed CPA with over 25 years of tax preparation experience, René Randel is highly qualified to handle most any tax situation you may have. Mr Randel assists individuals and businesses to minimize the amount of tax owed by recommending strategies that take advantage of the current and changing tax laws.

Investment Planning

Mr. Randel is also a Certified Financial Planner, which uniquely qualifies him to function as both your tax and financial planning advisor. This eliminates the need to have two advisors coordinating with each other. By knowing your personal tax and financial situation, our firm can recommend the best retirement plan for your business or suggest a portfolio of investments that best takes advantage of the tax laws.

Putting It All Together

Building a relationship and fully understanding the needs and goals of our clients takes time. We believe this is why most of our clients have been with us for over ten years. It is only when you understand each client’s unique situation that you can recommend strategies and implement solutions. Give us a call to discuss how we can put a plan together for you and your family.

Download Our Tax Reform Ebook!

There's a lot of confusion around the new Tax Reform and Jobs Act. Luckily, we're here to help. This Ebook will tell you everything you need to know about the biggest tax overhaul in 30 years.

Helpful Content

What the New Tax Bill Means for You

What the New Tax Bill Means for You

What does the Tax Reform and Jobs Act mean for you?

A Primer on Irrevocable Life Insurance Trusts

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

What Is a 1035 Exchange?

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

 

Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.

Social Media: #NewestBusinessLiabilityRisk

Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.

Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.

How Big is Money?

Learn a little about worldwide currency in this fun infographic

Insurance Needs Assessment: When You're Young and Single

Even if you’re young and single, you should still consider protecting yourself.

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Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

Saving for College 101

Here’s a crash course on saving for college.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

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