Randy Watson, CES™, CLU®

                 Randy Watson follows in his family’s footsteps in the financial services industry with a combined 60+ years of experience. He is extremely knowledgeable and passionate about his work. Randy specializes in the areas of retirement accumulation, preservation, and wealth transfer. His primary objective is to help his clients live well with financial dignity, independence, and piece of mind. Randy ensures that the growth and preservation of assets will not be undermined by up to three decades of rising living costs. He can accomplish this with a high degree of confidence that his clients will never outlive their income or lose their principal.

                 From the beginning of his career in the financial services industry, being in a position to give accurate and pertinent information to his clients has been extremely important to Randy. Therefore, after earning his bachelors degree from UC Riverside, he pursued a rigorous education earning both the prestigious CLU and BCE designations, as well as being a licensed securities representative through the National Association of Securities Dealers. As the financial industry is an ever-changing environment, he continues to focus on his education, typically carrying far more Continuing Education credits than are required by the industry.

                 Randy has always maintained that his number one priority is taking the time to discover what is most important to his clients and developing a plan to meet their unique objectives. He has a great talent at taking the most complex estate planning issues and explaining them in a clear, concise, easily understood fashion. From the wealthy to the working class, Randy’s passion in helping people is truly evident.

                 Randy and his wife Jackie have been married for 15 years. They have been blessed with two beautiful children, Megan 8 and William 7 (and if asked to show pictures, this proud dad is more than happy to oblige!). Randy is a native Californian, and enjoys all that this wonderful state has to offer. In his spare time, he enjoys activities with his church such as mission trips to Ensenada, woodworking, gardening, and spending time with his family. 

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