Jack Randall
Investment Advisor Representative
Financial Planning Approach:
As a new advisor in the industry, I have joined a team that believes in creating comprehensive financial plans for all clients to grow and preserve their wealth. I love helping people solve their financial problems and seeing them succeed. I am finding the most successful relationships also involve partnering with the other professionals that my clients work with, such as CPA’s or Attorneys. I feel that by coordinating efforts, the client’s chances of success improves and costly mistakes can be avoided. I am dedicated to building strong relationships with my clients so I understand what success means to them and how we can achieve it together.
Personal Background:
I grew up in the city of Sammamish, Washington, a suburb of Seattle. I knew from a young age that I wanted to be a financial advisor. After graduating high School, I went to the University of Oregon and graduated with a Bachelor’s degree in Economics, with Minors in Business Administration and Sports Business in order to be able to better assist and enrich the lives of people. I am extremely excited to have the opportunity to use the knowledge I obtained while earning my degree to be able to make a difference in the lives of my clients and their families.
My life outside of the office:
I now live in the city of Ventura, California with my fiancée, Madison. I love traveling, golfing, and watching movies. I am a sports fanatic and love watching sports and going to live sporting events, with football being my absolute favorite. I am an avid fan of the Minnesota Vikings and Oregon Ducks, I try to go to at least one Vikings game per season with my family, and also love to find any excuse to make a trip up to Eugene to visit Autzen Stadium (‘Sco Ducks!).
CA Insurance License # 4474162