Guiding you with confidence and clarity.
Every financial journey deserves a clear-eyed guide and a steady hand at the helm. So, we start by actively listening to learn about your unique circumstances and aspirations. Then, through thoughtful fact-finding, we craft tailored solutions designed to guide you toward your goals with confidence.
Flexible options to fit your journey.
Our process is all about options and flexibility. Once we understand your destination, we’ll present a variety of thoughtfully designed paths to get you there, outlining the pros and cons of each. And, because life has a way of tossing unexpected waves into the mix, our plans are built to adjust and adapt so you stay on course.
Julia Rhea, ChFC
Financial Advisor
Julia started in this industry over 30 years ago, helping individuals in governmental agencies and non-profit organizations make good decisions about their retirement accounts and save enough to get them to, and through, retirement. This work involved a lot of collaboration with retirement plan sponsors and a "boots on the ground" approach of getting in front of people one-on-one. She realized it was so important to continue expanding her services into comprehensive financial planning; today, she focuses on this first and foremost.
Julia has over 30 years of experience in financial services, beginning her career at Voya. She earned a Bachelor of Science in Business Administration with an emphasis in Financial Services from San Diego State University and holds Financial Industry Regulatory Authority (FINRA) Series 6, 7, 63, and 65 licenses, as well as a California Life and Health insurance license. Julia also holds a Chartered Financial Consultant (ChFC) professional designation from The American College.
Julia is a spreadsheet enthusiast, but knows her clients don’t want to get lost in the weeds in the planning. So, she takes the complicated calculations, evaluations, and planning responsibilities and simplifies them for real people. Her associate, Dominic, joined in 2018, and as a team they believe in treating clients like family. Julia’s father, who formed many of the original relationships in our practice, still comes in to manage the mail and keep us focused on what is most important – relationships and first-class service. When she’s not serving clients, Julia is a volleyball player, a lover of cats and dogs (yes, you can do both), and a baker.
Dominic Randazzo, CFP®
Financial Advisor
In 2017, Dominic made the best decision of his life to join the financial services industry and help educate individuals about their retirement accounts and planning for the future. He came from outside of the industry with a background in casino gaming, which taught him the importance of planning and protecting your finances. Most people don't win big when they gamble with their financial planning, and he takes the guesswork and anxiety out of putting together a solid financial blueprint for your next 10-50 years.
From his previous experience, Dominic also learned that first-class customer service is first and foremost, and he strives to bring that to each household he serves today. He delivers meaningful and collaborative financial plans that help clients focus on the people they love and the experiences that matter most to them. Dominic’s primary focus is spending time with his kids and making sure he takes them to all their various activities and fun outings.
