Randall Yeomans

Randall Yeomans, CFS®, RFC®, CEP®, CRC

Member in Good Standing
Wealth Advisor, Partner
Marietta, GA
CFS®
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About Randall

Bio: Randy Yeomans (CEP®, CFS®, BCAA, BCM), brings more than 40 years of experience helping individuals and families make wise financial decisions with clarity and confidence. As a fiduciary and Founder of Your Retirement Coach™ — now a Partner with MERIT, Randy specializes in wealth management, estate planning, tax strategy, and retirement income design. Holding certifications as a Certified Estate Planner, Certified Fund Specialist, and Retirement Coach, Randy is known for his education-first approach. He believes confident decision-making begins with understanding — and he is deeply committed to personal and community education. For over 25 years, he has taught adult education classes at SEL, ELM, OLLI, and other institutions. Students consistently describe his sessions as some of the most engaging, practical, and information-packed classes they’ve ever attended.

Beyond financial planning, Randy integrates a unique focus on longevity and successful aging strategies. He believes retirement is not just about managing assets — it’s about optimizing health, relationships, purpose, and economic life. Drawing from research in wellness, neuroscience, and performance longevity, he helps clients think holistically about extending not just their wealth, but their healthspan and quality of life. An avid snow skier, ocean diver, and Krav Maga practitioner, Randy practices what he teaches — staying physically active and mentally sharp. He enjoys traveling, reading, and investing time with his growing family of grandchildren. A proud Cobb County resident for over 40 years, Randy is passionate about serving his local community.

 

Education

Associate's degree

Licenses

Series 6
Series 63
Series 65

Other Credentials

RFC® CEP® CRC

IBF Designations

Certified Fund Specialist
Deep, practical knowledge of mutual funds, ETFs, and managed portfolios.
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Contact Randall

Marietta, GA
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At a Glance

IBF Designations 3
Member Since 1998
Other Credentials 3
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Practitioner-Reviewed education since 1988
Profile verified · March 2026

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1988
Established track record
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IBF-designated advisors maintain credentials through continuous education, keeping knowledge current.
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