Michael Randall, CFA, CFP®, EA

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

At Oak Summit Wealth Management, I specialize in advanced tax planning, investment management, and comprehensive financial strategies for retirees, widowers, inheritors, and business owners. With a deep background in taxation as an Enrolled Agent, I’m able to design personalized plans that not only help grow your assets, but also aim to significantly reduce taxes over your lifetime — helping you keep more of what you’ve earned or inherited.

Before Oak Summit, I gained valuable experience at a $100B+ registered investment advisory firm and a $4B+ wealth management firm, where I worked with high-net-worth individuals and families facing complex financial transitions. I now bring those institutional-level strategies to a more personal, boutique planning experience.

I earned my undergraduate degree in Economics from the University of California, Berkeley, where I continue to stay involved as an alumni ambassador. I’m also a contracted by NerdWallet as an expert content reviewer, helping ensure financial education is accessible and accurate nationwide.

In recognition of this work, I was honored in 2025 as both a WealthManagement.com Rising Star Honoree and an InvestmentNews 5-Star Financial Planner.

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