Helping you navigate your financial decisions.
Financial Planning
A financial plan is a complete picture of your current finances, your financial goals, any strategies you’ve taken to meet those goals, and next steps to help you meet your objectives. At Randazzo Capital, your plan will include details about your income, expenses, savings, debt, investments, insurance, and other components of your financial life that may be important to you.
Randazzo Capital will regularly review your plan with you to ensure it is up to date, which will give you confidence in your financial well-being, allowing you to spend your energy on other important areas of your life.
Planning and investment experts to optimize your financial life.
We are committed to bringing our clients the best ideas amidst the ever-changing economy and marketplace, and in doing so, have teamed up with Anfield Capital*, a registered investment adviser in Newport Beach, CA, to help manage your money.