Randi's journey reflects resilience, empathy, and a dedication to helping others transform their financial lives. Inspired by her personal experiences during a challenging divorce, she has channeled her struggles into a passion for empowering others to achieve financial stability and success.
Hailing from Mt. Shasta, CA, Randi's academic pursuits began at California State University Sacramento, where she earned dual bachelor’s degrees in Business Marketing and Sociology in 2007. Furthering her expertise, she completed her MBA in Finance at Walden University in 2009. Her career in financial services started with Edward Jones in 2008, where she quickly realized the importance of serving as a dedicated advocate for her clients. Her commitment to excellence led her to earn the Chartered Financial Consultant® (ChFC®) designation in 2022 and her Certified Financial Planner® (CFP®) certification in 2023, underscoring her adherence to the industry's highest ethical standards.
Beyond her professional endeavors, Randi channels her passion for women empowerment into her work as the Co-Chair for the East Bay Women's Conference. In this role, she actively contributes to creating opportunities for women to grow, connect, and succeed in their personal and professional lives. Additionally, Randi serves as a mentor to new female financial advisors through the Women's Leadership Alliance, guiding and supporting them as they navigate and thrive in their careers.
Randi's life experiences give her a unique perspective, enabling her to provide personalized guidance to individuals navigating complex life transitions. She thrives on working with diverse clients, helping them take control of their financial futures.
In her downtime, Randi finds solace in the outdoors, hiking Bay Area trails, diving into good books, or passionately rooting for the Oakland A's. Her dedication to her clients and her love for her community embody her belief that everyone deserves the chance to achieve their dreams with the right support and guidance.
Raymond James is not affiliated with the East Bay Women’s Conference or the Women’s Leadership Alliance.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.