Rene S. Randel, MBA, CPA, CFP® is the principal and founder. Mr. Randel's mission is to bring together his professional experience as a tax planner as well as a financial advisor to meet and exceed client expectations. Mr. Randel earned a Bachelor’s Degree in Business Economics from the University of California at Santa Barbara (UCSB) as well as a Master’s of Business Administration (MBA) from Cal Poly San Luis Obispo. He has his Certified Public Accountant (CPA) license and the prestigious Certified Financial Planner® (CFP®) designation.
Because Mr. Randel is a Certified Public Accountant and a Certified Financial Planner®, his clients benefit enormously as a result of his handling both their tax and financial planning. Clients of Mr. Randel receive a complete financial analysis covering individual and business tax planning and preparation, investment advice coordinated with tax-efficiency, insurance analysis, including advanced estate planning using life insurance trusts, retirement planning and college funding.