Randy L. Greene

Biography

An advisor who puts your interests first.

You may be seeking answers to questions like these:

Do I, or will I ever, have enough money to retire?
Am I paying more than I need to in taxes?
How do I invest for my children's college education?
What if I run out of money to live the rest of my life?
My healthcare costs will continue to increase. Will I survive the nightmare?
Using a personalized planning process, I can assist you in developing a plan to help meet your financial goals -- whether they are building personal wealth, planning for retirement, minimizing estate taxes or providing for the education needs of your children or grandchildren.

Working in close partnership with you, I can help you define your investment objectives and risk tolerance, then determine an asset allocation strategy.

My four-step planning process offers my clients personalized investment strategies:

Determine needs
Develop a plan
Implement the plan
Measure and monitor results
I serve my clients with responsiveness, professionalism and concern while providing solutions that cover all aspects of your financial life.

Background:

Financial professional with over 35 years experience in the Securities Business
Named One of the Top Wealth Managers, Seattle Magazine, 2007 & 2009-2020
Completed prescribed educational programs from New York Institute of Finance
Earned Accredited Asset Management Specialist designation from the Institute for Wealth Management
Previously active with The Tacoma Youth Chorus: Board of Directors
Served on the Advisory Board for Highline Senior Center

SPECIALIZATIONS

• Annuities and Insurance
• Asset Management
• Financial Planning
• Retirement Planning
• Wealth Management

Credentials

• Holds Series 7 & 66 licenses
• WA Insurance Lic. #51922

Mission Statement