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
Randy Schaller
Wealth Advisor
Prism Financial Group LLC
United States, Kansas, Overland Park
About Me
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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