Our Qualifications

 

Randy Bliss, CFP® has been successfully advising individuals and businesses in Northeast Ohio for the past 25 years.Working as a trusted advisor ,he has developed a unique consultative approach to wealth management, which helps people to develop a plan to obtain their financial goals. Randy has methodically built his practice by researching and keeping current on the latest financial trends and innovations. He has a comprehensive knowledge of Qualified Retirement Plans, Retirement Distribution strategies, Estate and Investment Planning Alternatives. His qualifications include:
 
  • CERTIFIED FINANCIAL PLANNER™ practitioner
  • Member of The Cleveland Society of Financial Service Professionals
  • Member of The Northeastern Ohio Financial Planning Association
  • Member of Financial Services Institute
  • Bachelors Degree in Accounting from The University of Akron
 

“I am looking to meet with people who would value a trusting relationship with a competent financial professional capable of assisting them in building and protecting their wealth.”