Randy serves as a Partner and Managing Director of Creative Planning, working directly with clients to develop and implement a strategy to address their financial, investment, tax and estate planning needs. Prior to joining Creative Planning, Randy was the President and Founder of Retirement Plus, Inc. in Leawood, Kansas where he served as the Chief Compliance Officer as well as the Co-Executive Investment Officer for the firm. The philosophies of Retirement Plus Inc. and Creative Planning both ascribe to the comprehensive and holistic method of incorporating financial planning, tax planning, investment management, and estate planning within a single relationship. Randy was recognized as advisor of the year 2009 by Reuters Advice Point.
Randy has been ranked among the top financial advisors in the state of Florida on Barron’s list of ‘Top Financial Advisors by State’ (2019 and 2020*). He is also a published writer and author and is responsible for contributing numerous articles over the years to Boomer Magazine, Research Magazine and other periodicals. He provided the foreword for the book, The Art of Investing and Portfolio Management and is the author of the book How to Work for Uncle Sam and Retire Rich. Randy also founded the radio show program The Bottom Line and has been a frequent guest on numerous other radio and television programs that feature financial and investment related topics. Randy also founded Financial Workshops, LLC, a leading provider of financial training to large employers. As a skilled presenter, he has led more than 500 workshops for various organizations and Federal agencies throughout the country over the past 20 years.
Randy attended the University of Kansas and majored in education and completed his academic career at the University of Missouri at Kansas City Bloch School of Business where he obtained his certificate in financial planning. Randy is a Certified Financial Planner™ practitioner and subscribes to the ethical requirements as set forth by the Certified Financial Planner Board of Standards®.
Randy enjoys sailing his own boat as well as chartering sail boats throughout the world.
Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if the Wealth Advisor is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of the Wealth Advisor by any of his/her clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized Wealth Advisor. Rankings are generally limited to participating advisors. The Wealth Advisor does not pay a fee to be considered for any ranking or recognition, but may purchase plaques or reprints to publicize rankings.
IMPORTANT DISCLOSURE INFORMATION – BARRON’S TOP ADVISOR BY STATE
The Top 1,200 are drawn from all 50 states, plus the District of Columbia. It includes a cross section of private-wealth advisors, from independents who own and operate their own practices to advisors from the large Wall Street firms.
The report lists the top advisors in each state, with the number of ranking spots determined by each state’s population and wealth. The rankings are based on assets under management, revenues generated by advisors for their firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit criterion because performance is often a function of each client’s appetite for risk. In evaluating advisors, we examine regulatory records, internal company documents, and 100-plus points of data provided by the advisors themselves.