A complete list of active advisors currently associated with Randa Wealth Strategies

Warmer can help you find a great advisor at Randa Wealth Strategies or one who fits your needs even better.

RANDA Wealth Strategies provides non-discretionary portfolio management and tiered financial planning services to individuals, qualified retirement plans, trusts, estates and business entities. The firm also offers ERISA plan consulting, including limited‑scope 3(21) advisory support and participant education for employer-sponsored retirement plans. Investment advice is developed from client-stated objectives and time horizons and employs methods such as technical and charting analysis, cyclical analysis and Monte Carlo planning to set allocations and test scenarios; trades are executed only after client approval. Clients can select packaged planning (Core, Premier, Elite), ongoing review services at varying frequencies, or hourly planning engagements. Noteworthy features include an affiliated insurance practice: the principal is a licensed insurance producer who devotes a substantial portion of professional time to insurance activities and discloses receipt of commission-based compensation for insurance sales, a conflict that the firm says it manages through disclosure and procedures. The firm’s combination of pension consulting (ERISA 3(21) services) and an active insurance brokerage affiliation, alongside reporting no regulatory assets under management in its most recent filing, is uncommon among independent advisory firms.

To learn more about the advisors currently working at Randa Wealth Strategies, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Jonathan Guzman	Easton, PA	14

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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