committed to helping you build a sustainable financial plan.
We are a Registered Investment Advisory (RIA) firm held to the industry’s fiduciary standard to always act in the best interest of our clients. As an RIA, we are registered and regulated by the Securities and Exchange Commission (SEC). We partner with our clients and their professional advisors (CPA’s, attorneys) to help them achieve their financial objectives. We serve our clients with unwavering integrity, to ensure their financial success.
founder & chief INVESTMENT OFFICER
Randy has been managing investment portfolios for musicians, artists, professional athletes, and high net worth individuals for 27 years. He began his career at Merrill Lynch in Cleveland, Ohio in 1992. Disillusioned with the financial industry model that values products over people, in 2017, Randy founded Hamilton Wealth, a client-centric firm that seeks to redefine what a financial advisory firm should be. Randy is on a mission to get clients to focus on what we can control: risk, fees, spending, and taxes. When he is not working, Randy enjoys reading, live music with his wife, Kelly, and spending time at the beach with his sons, Jude and James Bowie.
CERTIFIED FINANCIAL PLANNER (CFP)
Jerry is the director of comprehensive planning at Hamilton Wealth. He received his degree in finance from the University of South Florida and began his career at Merrill Lynch. To fully address our clients’ growing concerns pertaining to longevity (outliving their money) Jerry attained the CERTIFIED FINANCIAL PLANNER (CFP) certification, the most recognized planning credentials in our industry. Jerry develops goals based, personalized financial plans, utilizing his expertise in asset management, insurance, retirement income planning, long term care, education funding, philanthropy and wealth transfer. Out of the office Jerry enjoys running and spending time with his wife, Heather, and their son, Cole.
DIRECTOR OF CLIENT SERVICES
As the Director of Client Services at Hamilton Wealth, Barbara provides a level of service that far exceeds our client’s expectations. She’s been in the financial services industry for nearly 17 years, beginning her career in 2002. Barbara attained her securities license in 2007. She graduated from California State University Northridge with her Bachelor’s Degree in Business Management. Barbara enjoys volleyball and spending time with her husband, Eddie, and her two sons, Ethan and Landon.