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Randall Hallier, CFP® |
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Randy serves as a Wealth Manager, working directly with clients
to develop and implement a strategy to address their financial,
investment, tax and estate planning needs. Prior to joining
Creative Planning, Randy was the President and Founder of
Retirement Plus, Inc. in Leawood, Kansas where he served as the
Chief Compliance Officer as well as the Co-Executive Investment
Officer for the firm. The philosophies of Retirement Plus Inc.
and Creative Planning both ascribe to the comprehensive and
holistic method of incorporating financial planning, tax
planning, investment management, and estate planning within a
single relationship. Randy was recognized as advisor of the year
2009 by Reuters Advice Point and received the nomination as
advisor of the year in 2010, 2011 and 2012 for the 5-Star Wealth
Manager Program.
Randy is a published writer and author and is responsible for
contributing numerous articles over the years to Boomer
Magazine, Research Magazine and other periodicals. He provided
the foreword for the book, The Art of Investing and Portfolio
Management and is the author of the book How to Work for Uncle
Sam and Retire Rich. Randy also founded the radio show program
The Bottom Line and has been a frequent guest on numerous other
radio and television programs that feature financial and
investment related topics. Randy also founded Financial
Workshops, LLC, a leading provider of financial training to
large employers. As a skilled presenter, he has led more than
500 workshops for various organizations and Federal agencies
throughout the country over the past 20 years.
Randy attended the University of Kansas and majored in education
and completed his academic career at the University of Missouri
at Kansas City Bloch School of Business where he obtained his
certificate in financial planning. Randy is a Certified
Financial Planner practitioner and subscribes to the ethical
requirements as set forth by the Certified Financial Planner
Board of Standards®.
Randy lives in Overland Park, Kansas and Cape Coral, Florida. He
enjoys sailing his own boat as well as chartering sail boats
throughout the world.
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