About Us
In 1994, our firm was established to provide ongoing accounting, tax,
and financial advisory services to corporations, small businesses and
individuals. Recognizing that each client has unique financial goals,
Rene tailors his services to meet specific needs and objectives.
Rene S. Randel, MBA, CPA, CFP® is the principal
and founder of the
firm. With over 20 years of experience, Mr. Randel's mission is to
bring together his professional experience as a tax planner as well
as a financial advisor to meet and exceed client expectations. Mr.
Randel earned a Bachelor’s Degree in Business Economics from the
University of California at Santa Barbara (UCSB) as well as a Master’s of
Business Administration (MBA) from Cal Poly San Luis Obispo. Upon
graduation in 1989, Mr. Randel began work for a Ventura County accounting
firm, where he earned his Certified Public Accountant (CPA) license.
In 1994, Mr. Randel started his own firm to better serve the growing
needs of his clients. Mr. Randel also holds the prestigious Certified
Financial Planner® (CFP®) designation.
Because Mr. Randel is a Certified Public Accountant and a Certified
Financial Planner, his clients benefit enormously as a result of his
handling both their tax and financial planning. Clients of Mr. Randel
receive a complete financial analysis covering individual and business
tax planning and preparation, investment advice coordinated with
tax-efficiency, insurance analysis, including advanced estate
planning using life insurance trusts, retirement planning and college funding.
Mr. Randel is a native of Southern California, having lived from Los
Angeles to San Luis Obispo counties. Currently, he lives in Camarillo
with his wife and three children. He serves on the Board of Directors
of the Camarillo Pony Baseball Association and is involved in his local
church as well as a variety of other local service organizations.
For more information about our services call 805.389.3330 or click here to schedule a consultation.
Our office is located at 1601 Carmen Drive, Suite 213, in Camarillo.
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