
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
Disclosures and Proof of License
SEC Profile
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Profile Last Updated: November 12, 2025