Frank Randall, CEPA®, AIF®

Located at 109 Elm St, Millbury MA

I took my first job in financial services in 2006, which set me up for a collision course with the Great Recession of 2008. This experience made a profound impact on my career. I care about people and how they can manage their resources to pursue goals. The markets are unpredictable, so we focus on the elements we control.  I help clients build a plan, which is supported by a professional network, who is committed to executing in an effort that aims to preserve the plan.  

My wife, Donielle, and I currently live in Worcester County. Our children, Matthew, Ava and Samantha, mean the world to us. Our family enjoys Misquamicut Beach and camping in the White Mountains.

I donate regularly at Rhode Island Blood Center in Woonsocket, RI. I am a parishioner at Saint Bernadette Church in Northboro, MA and volunteer as a brother to the Knights of Columbus.  I enjoy membership at the Hopkinton Sportsmen Association, fishing, camping, BBQ on the smoker, and watching Samantha’s field hockey & softball games.

Whether you are a business owner or individual investor, please reach out so we can schedule a complimentary review of your situation.

I look forward to speaking with you!