Rene S. Randel, MBA CPA CFP

At Rene S. Randel, MBA, CPA, CFP, we understand that managing your finances can be overwhelming, which is why our team of experts is dedicated to providing you with comprehensive financial solutions tailored to your unique needs. With over 20 years of experience, our firm offers a full array of tax, financial, investment, and estate planning services designed to help you achieve your financial goals.

Our team, led by Rene S. Randel, MBA, CPA, CFP, takes a holistic approach to financial planning, considering all aspects of your financial situation to provide personalized recommendations that meet your specific needs. As a licensed CPA with over 25 years of tax preparation experience, Rene Randel is highly qualified to handle most any tax situation you may have. Additionally, as a Certified Financial Planner, he is uniquely positioned to recommend investments that align with your tax situation, eliminating the need for multiple advisors.

Our Services

We offer a wide range of services designed to help you manage your finances effectively. Our tax planning and preparation services are designed to minimize the amount of tax owed by recommending strategies that take advantage of current and changing tax laws. Our investment planning services are tailored to your specific financial goals, taking into account your risk tolerance, time horizon, and investment objectives. Our estate planning services are designed to help you protect your assets and ensure that your wishes are carried out after your passing.

At Rene S. Randel, MBA, CPA, CFP, we believe in building long-term relationships with our clients, taking the time to understand their unique needs and goals. We believe that trust, honesty, and integrity are essential values that guide our interactions with our clients. Our mission is to provide our clients with comprehensive financial solutions that help them achieve their financial goals, while maintaining the highest level of customer service and professionalism.

Learn More

If you're looking for a trusted partner to help you navigate the complex world of finance, look no further. Our team of experts is ready to help you achieve your financial goals. Contact us today to learn more about our services and how we can help you secure your financial future.