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Chris Randall | Financial Advisor

Profile img for Chris Randall, financial advisor at Axis Capital Management, LLC
Los Angeles, CA
Chris Randall
Financial Advisor
Axis Capital Management, LLC

Verified Identity

Important Disclosures

Allow Me to Introduce Myself
I am a flat fee financial advisor for millennial & 1st time investors. I decided after 15 years as a bond trader, I wanted to help individuals and families achieve their financial dreams. I chose to use subscription based pricing so that everyone can have access to a financial advisor, and not just the top 1% of wealthy Americans.
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Specialties and Expertise

8
Cash Flow Analysis
Credit & Lending Needs
Debt Management
College Planning
Tax Minimization Investment Strategies
Business Ownership Strategies
Portfolio Construction
Alternative Investments

Clientele

8
New Investors
Healthcare Workers
Attorneys & Paralegals
Corporate Executives
Single Mothers
Business Owners
Businesswomen
1st Generation Americans

Education

1
University of California, San DiegoB.A. Mathematics & EconomicsYear Obtained: 2006
Quick Facts About Chris
Years of Experience:17 yearsMember since:2022

Services Provided

How I help my clients

Tax Planning

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Estate Planning Strategies

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Financial Planning

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Retirement Planning

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Pricing Models

Flat Fee

Proof of License

SEC Profile
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Los Angeles, CA
Chris Randall
Financial Advisor
Axis Capital Management, LLC
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