Randy L. Whitfield
Assistant Vice President, Financial Adviser
With over 20 years of investment consulting experience, Randy joined Telos Capital Management, Inc., in 2014 as a Vice President. His expertise in helping clients with complex financial goals comes from his previous industry experience which includes working for Check Capital Management, Inc. as a Vice President and Senior Investment Officer, and for Charles Schwab & Co. in their elite advisory service group, Schwab Private Client. There he counseled individuals and families, providing investment management and comprehensive financial advisory services for more than $200 million in client assets. Randy has expertise in working with investment strategies, estate planning, retirement planning, and insurance needs.
He received his Bachelor of Arts degree from Master’s College, Santa Clarita, California. His time there also allowed the opportunity to earn NAIA, All American honors in soccer while serving as team captain and leading them to national title contention. Randy and his wife live in Valencia, California. He enjoys spending time pursuing various outdoor activities, particularly hiking, and frequently ventures into the mountains or to the ocean. Above all, spending time with family and friends in enduring relationships is his most enjoyable life experience.