Randon is charged with working with clients within the financial planning continuum – cash flow planning, retirement optimization strategies, business owner succession solutions, estate planning, and advanced life insurance strategies. Randon is a Certified Public Accountant (CPA), a CERTIFIED FINANCIAL PLANNER™ professional and holds his Life, Accident and Health Insurance license.
He earned a Bachelor’s Degree in Finance and a Master’s Degree in Accountancy, both from the Zicklin School of Business at Baruch College in New York City.
Immediately prior to joining our team, Randon was a Director at Orion Advisor Solutions. Randon has also worked at two of the largest global public accounting firms in their financial services and high net worth tax practices, and was an advisor and portfolio manager at a New York City based registered investment advisor with over $4 billion under management.
Randon lives in Jersey City, New Jersey with his wife, Ilene and their daughter, Daniela.
Outside of work, Randon enjoys spending time “down the shore”, reading, cooking, and rooting for the Yankees, Knicks, and Jets.