Randy Francis

As a Client Wealth Strategist at Pacific Capital, Randy plays a key role in developing and implementing financial planning strategies for our clients. Daily he works on Financial Life Inspection® cases which include reviewing investment portfolios, retirement income, and tax planning. college savings, and cash flow analysis.

Randy is passionate about personal financial planning and helping others achieve their goals. He is both a Certified Financial Planner (CFP) and Certified Financial Fiduciary®. As a Certified Financial Fiduciary®, he is committed and obligated to putting our clients first and foremost always.

Randy graduated from BYU with both a bachelor’s degree and master’s degree in accounting and has great insights into helping our business owner clients and their CPAs with tax strategy.

Randy was born and raised in Orange County and currently lives in Corona with his wife Laurel and their three kids Luke, Macy, and Savannah. In his free time Randy loves all things family, sports, and the outdoors- preferable all three at once! At 6’7″ he was actually a member of the 2016 NBA draft class.