CoverProfile

Randy Schaller

Wealth Advisor

Prism Financial Group LLC

United States, Kansas, Overland Park

About Me

Randy graduated from Baker University with a Bachelor's Degree in Business Administration and went on to earn the designation as a CERTIFIED FINANCIAL PLANNER™ professional. He began his wealth management career in 2004 as a Financial Planning Associate with a Kansas City firm specializing in comprehensive financial planning for individuals and families. While there, he worked closely with clients to develop and implement retirement plans and risk management and investment strategies while also coordinating with other professionals to meet tax and estate planning needs. In 2011, Randy joined a web-based investment advisory firm where he managed a team of advisors who provided investment a

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Profile Information

Wealth Advisor

Prism Financial Group LLC

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Overland Park

Kansas

United States

Sep 2, 2024

Work Experience

Prism Financial Group LLC

Wealth Advisor
Jun 2015 - Present
Email: randy@prismfg.com

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