Chris Randall

Los Angeles, CA

Verified Identity

Axis Capital Management, LLC

Years of Experience

17 years

Member Since

2022

Allow Me to Introduce Myself

After spending 15 years as a bond trader for large asset management companies, I decided I wanted to help business owners with their finances. Small business owners are the backbone of the economy, and since most of their net worth is tied up in their business, I can help serve them with my flat-fee...

Clientele

Wealthy Families

Ultra High Net Worth Individuals

Healthcare Workers

Attorneys & Paralegals

Corporate Executives

Business Owners

Businesswomen

Retirees

Software Engineers

Women in Tech

Startup Employees

Real Estate Developers

Real Estate Agents

Divorcees

Partners at Law Firms

Inheritors

High Net Worth Individuals

Surviving Spouses

Entrepreneurs

Building Industry Professionals

Dentists

Services Provided

Tax Planning

Advice-Only Financial Planning

Investment Management

Retirement Planning

Specialties and Expertise

Cash Flow Analysis

Credit & Lending Needs

Debt Management

College Planning

Tax Minimization Inv...

Business Ownership Strategies

Portfolio Construction

Trust Services

Alternative Investments

High Net Worth Planning

Ultra High Net Worth Planning

Socially Responsible...

Environmental, Socia...

Real Estate Investments

Business Valuation Planning

Business Continuity Planning

Retirement Income

Wealth Accumulation ...

Pricing Models

Flat FeeHourly Rate

Education

University of California, San Diego

B.A. Mathematics & Economics

Obtained in 2006

Previous Work Experience

Guggenheim Partners

Bond Trader

2012 - 2021

Capital Group

Bond Trader

2008 - 2012

Advisor Links

Advisor Website

Disclosures and Proof of License

SEC Profile

AdvisorFinder Disclosure

AdvisorFinder ("AF") receives cash compensation from financial advisors in exchange for contact inquiries. AF is not an advisory client of any of the advisors it refers you to. AF has a conflict of interest because it has a financial incentive to refer you first to its paying customers (please click here for details). AF search results are conferred based on standardized and automated factors.