Randy Bliss, Cfp®

Randy Bliss, Cfp® Email and Phone Number

Vice President and Wealth Advisor @ Alluvial Private Wealth
Cleveland, OH, US
Randy Bliss, Cfp®'s Location
Cleveland, Ohio, United States, United States
Randy Bliss, Cfp®'s Contact Details

Randy Bliss, Cfp® work email

Randy Bliss, Cfp® personal email

n/a
About Randy Bliss, Cfp®

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.

Randy Bliss, Cfp®'s Current Company Details
Alluvial Private Wealth

Alluvial Private Wealth

View
Vice President and Wealth Advisor
Cleveland, OH, US
Employees:
10
Randy Bliss, Cfp® Work Experience Details
  • Alluvial Private Wealth
    Vice President And Wealth Advisor
    Alluvial Private Wealth
    Cleveland, Oh, Us
  • Alluvial Private Wealth
    Vice President / Wealth Advisor
    Alluvial Private Wealth Feb 2023 - Present
    Greater Cleveland
  • Hb Wealth Advisors, Llc  - A/K/A Bliss Capital Advisors, Llc
    Senior Partner
    Hb Wealth Advisors, Llc - A/K/A Bliss Capital Advisors, Llc Sep 2001 - Feb 2023
    Concord, Ohio
  • Ed Zierold & Associates, Llc / Business Underwriters Associates
    Registered Principal/Osj
    Ed Zierold & Associates, Llc / Business Underwriters Associates Sep 2001 - Aug 2016
    Independence, Ohio
  • Denmark Investment Services, Inc.
    President
    Denmark Investment Services, Inc. 1997 - 2001
    Beachwood, Ohio

Randy Bliss, Cfp® Skills

Strategic Financial Planning Retirement Planning Investments Retirement Fixed Annuities Insurance Certified Financial Planner Compliance Wealth Management Strategic Planning Tactical Asset Allocation Etfs Mutual Funds Variable Annuities Estate Planning Series 7 Long Term Care Disability Insurance Life Insurance Financial Analysis Tax Term Life Insurance Accounting Business Planning Alternative Investments Financial Advisory Securities Financial Services Investment Advisory Financial Planners Asset Allocation

Randy Bliss, Cfp® Education Details

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.

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