Randolph Kundmueller, Financial Planner
Investment Advisor Representative, Registered Representative
I work to provide comprehensive financial and retirement and planning services for families and individuals of different wealth levels.
Economies and financial markets go up and down.
Our strategies are focused on the long term. With calmnes, we try to provide the information you need to make informed decisions on the strategies you decide for the long term. Our services are knowledge, experience and perspective. We provide information, alternatives and advice.
Financial planning is about you.
We want to personally know our clients in order to understand your situation, concerns and goals. If you are willing to have this kind of open ongoing relationship, we would like to work with you.
We want to serve you and your family.
Life is a series of transitions (birth, education, work, retirement, death). We and our support staff have the breadth and the depth of experience to assist and support you through these stages.
Investment management Budgeting,
Retirement planning New 401k options,
Social Security CALSTRS & CALPERS
Income tax planning and preparation College funding,
Estate planning and trust services Asset protection, risk management and insurance
Business advisory services Philanthropic decision-making
My Personal Background Forty plus years of as a financial advisor/manager/executive
My experience (11 years) an Investment Advisor Representative is with Waddell and Reed, Pension Planners Securities, and Cetera Advisor Networks.
Started in public accounting with KPMG, CPA's.
Auditor and Officer with TIAA-CREF: a multi billion retirement pension and insurance organization. Over 15 years developing invaluable retirement planning knowledge .
Executive with World Learning/The Experiment in International Living for 14 years. Management responsibilities covered more than 40 countries with responsibility for investing, insurance, banking, budgets, foreign exchange and insurance risk management.
Retirement Plan Representative, Developed supplemental retirement plans for teachers, administrators and staff. Acquired extensive experience with CALPERS and CALSTRS.
Sudbury Court, Suite 101
95035 United States