Michael Randall Named Finalist in 2025 WealthManagement.com Industry Awards

San Diego, CA – [June 2, 2025] — Michael Randall, CFA, CFP®, EA, - Owner & Financial Planner of Oak Summit Wealth Management, has been named a 2025 Rising Star of the Year Finalist by the WealthManagement.com Industry Awards.

Now in their 11th year, the WealthManagement.com Industry Awards — commonly known as the “Wealthies” — celebrate the individuals and firms shaping the future of the financial advisory profession.

The Rising Star of the Year category highlights next generation individual advisors of a financial advisory firm who has demonstrated vision, creativity, integrity, leadership and high performance in making an impact on their firm, the industry and wealth management in general this past year

Criteria include specific examples of firm and industry leadership, supporting initiatives that are driving change as well as external benchmarks such as business growth, thought leadership content development, industry activism, and similar

Finalists were selected from a record-breaking number of nominations by theWealthManagement.com editorial team. Winners will be announced during the Wealthies Circle Gala in New York City on September 4, 2025.

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Contact

info@oaksummit.com

(619) 923-3584

3245 University Ave. Suite 289
San Diego, CA 92104

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