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Wealth Advisor

As a Wealth Advisor, Park assists families, individuals, and business owners in achieving their life goals and objectives, through the creation of a personalized Financial Plan using implementation strategies normally reserved for the highly affluent.

Park specializes in gaining a great understanding of his clients goals and helping them develop a firm understanding of financial planning and investment solutions before implementation.

Park understands that his client’s financial goals are achieved through a life-long planning process that helps his clients take control of their financial future and helps support the various goals and objectives they would like to achieve throughout their lifetime.

Some key objectives could be to minimize the impact of taxes, create a predictable, sustainable, increasing, lifetime retirement income, provide education funding and tax efficiently transfer any desired assets to heirs and charitable organizations.

Professional Experience

Park Randazzo began his career as a financial advisor at Merrill Lynch in 2007. He is a Registered Representative (Series 7, 63, and 66) with Securities Equity Group, member FINRA & SIPC. Park attained an MBA (Masters of Business Administration) at the Paul Merage School of Business at UC Irvine in 2012.

Park followed his passion for personal financial planning and joined the SPM team as an investment Advisor Representative and Wealth Advisor during his second year in business school.

Park uses a consultative approach to help him create a personalized and comprehensive wealth management plan. He then continually educates his clients on designs and implementation of some of the most advanced and proven wealth management strategies in the marketplace to help guide them toward achieving their overall life goals.

Within the Community, Park pursues his passion for working with youth by regularly volunteering local Boys and GIrls Clubs and other foundations.

Securities offered through Securities Equity Group | Registered Broker-Dealer
Member FINRASIPC

CA Insurance License # 0F95646

Education & Certification
  • MBA Paul Merage School of Business
  • Registered Representative (Series 7)
  • Series 63 & 66

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