After producing Video Brochures to direct selling companies in the early 90s, Randy launched his financial services career in 1998. As an early investment professional, he started brokering life & health insurance to parents of college-bound students. This growing niche expanded into founding Campus Advisers which morphed into Stoltz Financial Partners’ financial planning. As the client base and team continued to grow, this expanded the opportunity set to brand as Clear Direction Investments.This allows Stoltz to operate in a fiduciary manner matching client needs with transitional wealth planning and alternative asset classes such as Oil & Gas, Private Partnership Real Estate offerings, including QOZ (qualified opportunity zone) funds and 1031 DST (Delaware Statutory Trust) funds.In addition to real estate investing, he works closely with investment managers, Stonebridge Capital Advisors for customized stock/ETF/bond holdings. Each of their portfolio managers interact with clients alongside Stoltz, tailoring each account according to goal. He is a licensed, registered representative with Concorde Investment Services, which provides vetted access to many leading alternative investment firms, particularly in the 1031 DST and QOZ sectors.Stoltz is an Arizona native, growing up near Old Town Scottsdale. He earned bachelor degrees from ASU in marketing and finance. He married Patti, a Chicago native, in 1991 and they have 2 sons, Carson and Trenton.---Securities through Concorde Investment Services, LLC (CIS), member FINRA/SIPC. Advisory services offered through Concorde Asset Management, LLC (CAM), an SEC registered investment adviser. Insurance provided through Stoltz Financial Partners, LLC and Clear Direction Investments, LLC, both of whom are independent of CIS and CAM all of whom are unaffiliated with third-party sites, cannot verify the accuracy of, nor assume responsibility for any content of linked third-party sites. Information available on third-party sites is for informational purposes only.Content shared is for informational purposes only, does not constitute individual investment advice or indicated suitability, and should not be relied upon as tax or legal advice. There may be risks associated with investing and individuals should consult the appropriate professional regarding their individual circumstance.