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Michael Randall (CFA, CFP®, EA)

Michael Randall focuses in the
following client markets or areas of practice:

  • AUM
  • Business Owners
  • High Net Worth Client Needs
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Tax Planning

Retirement

Inheritance

Widowed

At Oak Summit Wealth Management, I specialize in advanced tax planning, investment management, and comprehensive financial planning for retirees and those approaching retirement, widows and widowers, inheritors, and business owners. As a Chartered Financial Analyst® (CFA®) Charterholder, CERTIFIED FINANCIAL PLANNER® professional, and IRS Enrolled Agent (EA), I bring investment, planning, and tax expertise together in one coordinated strategy designed to help clients grow and preserve their wealth while reducing unnecessary taxes over time.

Before founding Oak Summit, I worked with high-net-worth individuals and families at a $100B+ registered investment advisory firm and a $4B+ wealth management firm, helping clients navigate complex investment and financial planning decisions. Today, I bring that experience to a more personal, boutique planning relationship where financial planning, investment management, and tax strategy work together rather than in separate silos.

Additional Information

I’m a Chartered Financial Analyst® (CFA®) Charterholder, CERTIFIED FINANCIAL PLANNER® professional, and IRS Enrolled Agent (EA) with more than a decade of experience helping clients build, preserve, and transfer wealth.

I’m the founder of Oak Summit Wealth Management, where I bring together financial planning, investment management, and proactive tax strategy in one coordinated approach. I work closely with retirees and those approaching retirement, widows and widowers, inheritors, business owners, and families navigating major financial decisions.

I earned my undergraduate degree in Economics from the University of California, Berkeley, where I continue to stay involved as an alumni ambassador.

In 2025 and 2026, I was named a 5-Star Financial Planner by InvestmentNews and a Rising Star Honoree by WealthManagement.com.

Outside of work, I live in San Diego with my wife, Susannah.

My goal is simple: to help you make wise financial decisions by bringing your investments, taxes, retirement planning, and long-term goals together into one clear strategy.

NAPFA Start Date

November 27, 2024

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

3424 Pershing Ave. San Diego, CA 92104 Phone: (951) 491-3538
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