Randy Francis
- Role
- Client Wealth Strategist at Pacific Capital
- Location
- Corona, CA, US
- LinkedIn followers
- 500 followers
About Randy Francis
Our core purpose is simple: to help clients ENJOY LIFE by removing their stress about…
Experience
Client Wealth Strategist
Aug 2020 — Present
As a Client Wealth Strategist at Pacific Capital, I play a key role in developing and implementing financial planning strategies for our clients. Daily I am working on Financial Life Inspection® cases which includes reviewing investment portfolios, retirement income, tax planning, college savings, and cash flow analysis. Being a Certified Financial Fiduciary, I am committed and obligated to putting our clients interest first and foremost always.
Education
Brigham Young University
Master of Accountancy, Taxation
2018
Skills
- Microsoft Powerpoint
- Leadership
- Management
- Teamwork
- Public Speaking
- Microsoft Office
- Holistic Financial Planning
- Accounting
- Powerpoint
- Microsoft Excel
- Account Reconciliation
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