Randy works as a Para Planner in the America Group Financial Planning Department. His role includes analyzing clients’ financial situations and collaborating with advisors to assist with financial planning. He prepares retirement, life insurance, education and investment analysis using a variety of software platforms, including eMoney and Morningstar Workstation. Randy’s experience specifically in financial planning coupled with his FINRA Registrations, allows him to support advisors with Case Design services.
Prior to joining the America Group team, he gained his training and experience from his previous work in financial planning with Hantz Financial Services where he specialized in financial planning. He holds a Series 7 and 66 registrations with LPL Financial. He is licensed in the State of Michigan for Life, Health, VC, Property, and Casualty.
Randy is a graduate of Oakland University with a bachelor’s degree in finance. When he’s not working you can find him spending time with family and friends. He also loves playing or watching Ice Hockey.
Administrative Support offered through America Group
America Group Retirement Strategy Centers is a separate entity from LPL Financial, and its associates are separate from Ciesinski Wealth Management.