Randy Moshtael

Services Offered

• Investment planning
• Insurance strategies
• Holistic financial planning

About

Randy Moshtael is a financial consultant based in Los Angeles, California, affiliated with Oppenheimer. He specializes in aligning clients' unique goals, values, and needs through holistic planning and the design of investment and insurance strategies. Randy employs an in-depth discovery process to understand each client's specific situation, time horizon, and risk tolerance. His practice focuses on serving high net worth clients, including individuals, families, corporate executives, and businesses, helping them grow and protect their assets.

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