Randy Giorgi, CFP®, CLU®, ChFC®, CASL®

Randy Giorgi, CFP®, CLU®, ChFC®, CASL®

Partner
Office: 805.347.1979
Fax: 805.347.1980
E-mail:
 

Randy Giorgi is a co-founder and Partner of Central Coast Visionary Insurance & Financial Services, LLC. Since 1998, they have focused on wealth transfer and business succession planning using state-of-the-art estate planning techniques to analyze and to monitor their clients' estates*.

He joined New York Life, as an agent, in October of 1984.

Randy received his B.A. degree in business administration from California Lutheran University. He is a member of the National Association of Insurance and Financial Advisors and a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser and a New York Life company.

Randy is a fourth generation native of Santa Maria and has resided on the Central Coast all his life. While growing up in the cattle business, the problems of passing land from one generation to the next encouraged Randy to become a Certified Financial Planner™ professional. Randy has also earned Chartered Life Underwriter® and Chartered Financial Consultant® designations from the American College.

Randy married his high school sweetheart in August of 1979 and have raised all four of their children in the Santa Maria Valley. As of today, Randy and his wife Cindy are the proud grandparents of 13 grandchildren.

CA Insurance Lic #0672372

*Neither Central Coast Visionary Insurance & Financial Services, LLC nor Randy Giorgi provides legal or tax advice. Please consult your professional advisors regarding your particular situation.