Since 1978, Randy Spinosa has dedicated his efforts to helping clients strive to create and preserve wealth. He has done this by continuing to educate himself, obtaining advanced designations and completing some of the most rigorous training in this industry. As a principal advisor at Spinosa Wealth Management Group, he provides comprehensive financial and estate planning, as well as investment management for high-net worth individuals, business owners, professionals and trustees.
“Our clients can afford to work with the very best professionals in our field and are highly sought after by many advisory firms. They choose to work with us because they know we work very hard and smart for them along with their understanding and appreciation that competency and integrity bring to their planning."
Randy graduated from Louisiana State University in 1978 with a Bachelor’s Degree in Accounting and began his career with a national CPA firm. He has stayed current in his profession by earning and maintaining the advanced designations of designations of CERTIFIED FINANCIAL PLANNER™ Practitioner (CFP®), Certified Public Accountant (CPA), Chartered Financial Consultant (ChFC®), and Chartered Life Underwriter (CLU). He is a member of numerous associations for CPAs and financial planners and often shares his knowledge by conducting educational seminars on retirement planning, investments, and estate planning. He has received both domestic and international management awards, completed the very prestigious John Hancock Foundation Leadership Forum, also has been selected four times as one of the Top 100 Wealth Advisors in the Nation by Worth Magazine in 2004, 2005, 2006, and 2007. Based on their selection process, the winning advisors demonstrated a solid understanding of the global markets, alternative investment strategies, and the current economic climate.
Community service is important to Randy, having served as a National Board Member and Treasurer for the Volunteers of America, the Louisiana Leukemia Society, and other groups. He was fortunate to receive a Community Service Award for his support.
Randy and his wife, Tami, reside in Mandeville, Louisiana, with their four children. They enjoy golf, horses, boating, competition BBQ, and other outdoor activities.