Randy Bliss, Cfp® Email and Phone Number
Randy Bliss, Cfp® work email
- Valid
Randy Bliss, Cfp® personal email
Randy Bliss has a strong background in both the business and financial services world. A lifelong resident of Northeastern Ohio he is a graduate of The University of Akron where he holds a bachelor’s degree in accounting. During the 1980s, he specialized in providing financial planning and retirement products to educators and small business owners. During the 1990s he worked at a large national bank where he advised and provided product oversight to bank based investment professionals throughout the country. He later moved on to build and become president of a local securities broker dealer that provided investment services through several regional banks. In 2001 he joined ProEquities, Inc. (now known as Concourse Financial Group Securities) as the manager for their Independence, Ohio branch. In 2023, he joined Alluvial Private Wealth as lead of the Cleveland office. He has been methodically building his practice by researching and keeping current on the latest financial products and innovations. He has comprehensive knowledge of strategies for retirement distribution planning, qualified retirement plans, estate and investment planning alternatives. Randy and his wife Kerry live in Perry Township.
Alluvial Private Wealth
View- Website:
- alluvialprivatewealth.com
- Employees:
- 10
-
Vice President And Wealth AdvisorAlluvial Private WealthCleveland, Oh, Us -
Vice President / Wealth AdvisorAlluvial Private Wealth Feb 2023 - PresentGreater Cleveland -
Senior PartnerHb Wealth Advisors, Llc - A/K/A Bliss Capital Advisors, Llc Sep 2001 - Feb 2023Concord, Ohio
-
Registered Principal/OsjEd Zierold & Associates, Llc / Business Underwriters Associates Sep 2001 - Aug 2016Independence, Ohio
-
PresidentDenmark Investment Services, Inc. 1997 - 2001Beachwood, Ohio
Randy Bliss, Cfp® Skills
Randy Bliss, Cfp® Education Details
-
Accounting
Frequently Asked Questions about Randy Bliss, Cfp®
What company does Randy Bliss, Cfp® work for?
Randy Bliss, Cfp® works for Alluvial Private Wealth
What is Randy Bliss, Cfp®'s role at the current company?
Randy Bliss, Cfp®'s current role is Vice President and Wealth Advisor.
What is Randy Bliss, Cfp®'s email address?
Randy Bliss, Cfp®'s email address is rb****@****oup.com
What schools did Randy Bliss, Cfp® attend?
Randy Bliss, Cfp® attended The University Of Akron.
What are some of Randy Bliss, Cfp®'s interests?
Randy Bliss, Cfp® has interest in Browns And Indians Fan, Golf And Being A Cavs.
What skills is Randy Bliss, Cfp® known for?
Randy Bliss, Cfp® has skills like Strategic Financial Planning, Retirement Planning, Investments, Retirement, Fixed Annuities, Insurance, Certified Financial Planner, Compliance, Wealth Management, Strategic Planning, Tactical Asset Allocation, Etfs.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial