My grandchildren call me Pops, but to my family, friends, and clients I am just Randy. I am a seasoned Wealth Advisor, Portfolio Manager, and the proud Founder of Park Avenue Financial Advisors. With over four 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 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 New York City. Following this, I took on the role of Vice President of Sales and Marketing at Mutual Benefit Financial Services Company. 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 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, Series 63 and Series 65 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 by traveling the world, immersing myself in diverse cultures, savoring picturesque scenery, and exploring culinary delights.
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 honored to serve our wonderful clients in pursuing their financial goals.