Randall Loemker (CFP®, MBA)

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

  • Entrepreneurs
  • Insurance Related Issues
  • Investment Advice with Ongoing Management
  • Medical Professionals
  • Middle Income Client Needs
  • Women's Financial Planning Issues

Planning Specialties

Everyone has their own definition of true wealth. For some, it’s that family vacation you’ve always dreamed of. For others, it’s not running out of money in retirement. We help you pinpoint your definition of true wealth, then help you build the legacy you’ve dreamed of. - Assessment: We will help you bring your risk, current financial situation and spending into focus. - Personalized Cash-Flow Based Planning: Narrowly tailored to identify and address your specific goals and objectives. - Social Security Analysis: In-depth analysis of available Social Security claiming options. - Risk Management Planning: Comprehensive analysis of life, disability, long-term care and other risk management solutions.

Additional Information

Randy is an analytical problem solver by nature, so he takes great satisfaction in helping our clients understand the nature of the life and retirement financial puzzle. From there, he helps them fully understand and embrace creative ways they can move the pieces around to create the unique solution that is their own “financial life tapestry”. Randy’s formal education is in finance and economics (MBA, UT Austin). His work experiences include operations and strategic finance roles with the semiconductor division of Texas Instruments (Dallas, TX and Japan) and Intel Corporation (New Mexico and Santa Clara, CA). His wife, Carol (a successful medi-spa owner/operator) and he, have two daughters/step-daughters with families who also live in Arizona. Their favorite way to spend time is with the kids and grandkids hiking, sledding, running, building snowmen, and otherwise watching them thrive in and discover and absorb the world around them. Having been raised on a small “mini-farm” in New Mexico, Randy is a do-it-yourself tinkerer by nature. His most recent project is a house (next door to their own Prescott mountain home) which they have been refurbishing as a vacation rental.

NAPFA Start Date

May 24, 2018

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This Office

1550 Plaza West Dr Prescott, AZ 86303-5679 Phone: (928) 776-8870 Fax: (928) 776-0828

Other Offices

7373 E Doubletree Ranch Rd Ste 200 Scottsdale, AZ 85258-2037 Phone: (928) 776-8870 Fax: (928) 776-0828