Broker Check

Our Team

Randall Wealth Management Group

We are a wealth management firm located in Long Beach, CA that specializes in creating retirement income plans for individuals close to or in retirement. We recognize that each individual has different Retirement Income, Investment, and Lifestyle needs. Randall Wealth Management Group has taken the time to identify these needs and develop a specific Retirement Income Plan to help meet these personal retirement goals, along with any other needs that are present. 

Our vision is to help our clients achieve their financial goals through proper financial and investment management. It is our intention to develop a long-term and multi-generational committed relationship with all our clients. 

Our Process
Our History
Our Values

Craig Randall, MBA, RICP®

Founder

Craig L. Randall, MBA, RICP® is the Founder of Randall Wealth Management Group. He grew up in Los Alamitos and Long Beach, where he received his undergraduate degree at California State University, Long Beach. Shortly after he...

Read more

Trevor R. Randall, CFP®, MSPFP, RICP®

President & CEO

562-256-7008

562-256-7009

trandall@planmembersec.com

Trevor R. Randall, CFP®, MSPFP, RICP®, CA Insurance License #0I08678, joined the family business in 2013 as Vice President of Randall Wealth Management Group. He received his Bachelors Degree at California State University,...

Read more
Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

Contact Us

The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their client’s assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com. 3,574 Los Angeles-area wealth managers were considered for the award; 168 (5% of candidates) were named 2021 Five Star Wealth Managers. 2020: 3,527 considered, 158 winners; 2019: 3,528 considered, 154 winners; 2018: 2,708 considered, 154 winners; 2017: 2,351 considered, 287 winners; 2016: 2,374 considered, 298 winners; 2015: 3,105 considered, 327 winners; 2014: 6,088 considered, 340 winners; 2013: 3,488 considered, 372 winners; 2012: 1,019 considered, 176 winners.