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Let’s talk. Whether you’re seeking a second opinion or need a comprehensive financial plan, I’d love to learn more about your goals. I’m a fee-only fiduciary financial advisor based in San Diego, working with clients nationwide. From retirement planning and tax strategy to business exit planning and inheritance guidance, I help individuals and families navigate complex financial transitions with confidence and clarity.

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Michael Randall, CFP®, CFA, EA
Fee-Only Fiduciary Financial Advisor
Based in San Diego, CA — Serving Clients Nationwide
michael@oaksummit.com | (951) 491-3538