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Meet Alix

Let’s Introduce Ourselves

Meet Randy

Meet Randy

I'm delighted to introduce myself as Randy, a seasoned Wealth Advisor, Portfolio Manager, and the proud Founder of Park Avenue Financial Advisors. With over three decades of experience in the financial industry, I have developed a genuine enthusiasm for helping individuals and businesses navigate the complexities of the financial planning process.

My journey began in the early 1980s when I ventured into the field as a pension consultant and attorney for esteemed organizations such as Consulting Actuaries International, Inc. and Companion Life Insurance Company. This early exposure allowed me to refine my skills and gain invaluable insights. Later, I had the privilege of serving as the Director of Financial Planning and a founding member of Fifth Avenue Financial Group in the bustling metropolis of New York City. Following this, I took on the role of Vice President of Sales and Marketing at Mutual Benefit Financial Services Company. However, in 1991, I decided to embark on a new chapter in my career by establishing my own financial advisory firm, Park Avenue Financial Advisors, LLC.

Academically, I hold a B.A. in both Communications and Psychology, graduating Magna Cum Laude from the esteemed State University of New York at Albany. Additionally, I possess a Juris Doctor Degree from the State University of New York at Buffalo and have been an attorney since my admission to the New York Bar in 1979. In terms of professional credentials, I am equipped with a Juris Doctor Degree, along with Series 7 and Series 63 registrations, and hold a New York Life & Health Insurance License.

Beyond my professional endeavors, I am a dedicated family man who treasures quality time with my beloved wife, children, and grandchildren. They bring immense joy and fulfillment to my life. When I'm not assisting clients or spending time with my loved ones, I nurture my adventurous spirit. Traveling the world, immersing myself in diverse cultures, savoring picturesque scenery, and exploring culinary delights invigorate my soul.

Continuing my journey as a Wealth Advisor and Portfolio Manager, I am driven by my genuine enthusiasm for financial markets and my commitment to educating younger generations. Helping businesses and individuals demystify the financial planning process by advising and educating my clients is a true passion of mine.

With an extensive wealth of experience, an unwavering dedication, and an unyielding commitment to lifelong learning, I am truly honored to serve our esteemed clients in pursuing their financial goals.

Meet Alix

Meet Alix

Being in the financial industry for over six years, I am deeply committed to delivering top-notch financial services, providing a fresh view to a constantly evolving industry. I am enthusiastic about supporting you in achieving your financial goals and providing a wide range of devoted financial services. 
 
After over five years at Morgan Stanley, I have joined Park Avenue Financial Advisors to provide dedicated financial planning to our beloved clients and ensuring that your investment strategies align with your financial objectives. 

I graduated from the University of Maryland with a BA in Economics, and currently hold my SIE, Series 7, Series 66, and New York Life & Health Insurance licenses. I was born and raised in Queens, NY, and currently reside in Manhattan with my fiancé, Luke, and Australian Shepherd, Lucy. During my free time, I enjoy traveling, skiing, and spending time with friends and family.

Remembering Erica Pearl

Remembering Erica Pearl

Erica began her career at Park Avenue Financial Advisors in 2013, eventually becoming a Partner in August 2023. With over two decades in the financial industry, her experience , professionalism, and dedication were paramount. 
 
Her passion and devotion to her clients was emblematic, as was her commitment to empowering women to achieve financial independence. She was extremely driven in helping women navigate the world of finance and firmly believed in the importance for women to know how to save, invest, and plan for their future. Her clients knew her as not only their financial advisor, but a friend and advocate.
 
She tragically passed away in October, 2023, leaving behind a lasting impact on her clients, coworkers, family and friends. Erica was a larger-than-life individual that impacted everyone who knew her. She will be deeply missed my all of us.

We invite you to explore our website and the wealth of information that we offer. If you would like to learn more, please reach out using the form below.

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