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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

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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 business model.
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Specialties and Expertise

18
Cash Flow Analysis
Credit & Lending Needs
Debt Management
College Planning
Tax Minimization Investment Strategies
Business Ownership Strategies
Portfolio Construction
Trust Services
Alternative Investments
High Net Worth Planning
Ultra High Net Worth Planning
Socially Responsible Investing (SRI)
Environmental, Social, and Governance (ESG)
Real Estate Investments
Business Valuation Planning
Business Continuity Planning
Retirement Income
Wealth Accumulation and Preservation Strategies

Clientele

21
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

Education

1
University of California, San DiegoB.A. Mathematics & EconomicsYear Obtained: 2006

Job History

2
Guggenheim PartnersBond Trader2012-2021
Capital GroupBond Trader2008-2012
Quick Facts About Chris
Years of Experience:17 yearsMember since:2022

Services Provided

How I help my clients

Tax Planning

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Advice-Only Financial Planning

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Investment Management

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Retirement Planning

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Pricing Models

Flat Fee
Hourly Fee

Proof of License

SEC Profile
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Los Angeles, CA
Chris Randall
Financial Advisor
Axis Capital Management, LLC
AdvisorFinder Disclosure
AdvisorFinder ("AF") receives cash compensation from financial advisors in exchange for contact inquiries. AF is not an advisory client of any of the advisors it refers you to. AF has a conflict of interest because it has a financial incentive to refer you first to its paying customers (please click here for details). AF search results are conferred based on standardized and automated factors.
Profile last updated: 10-31-2025
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