Randy Schaller, CFP®, Senior Investment Advisor
Randy joined Smart401k in March of 2011. Prior to that, he spent two years at State Street Bank & Trust Co. He also worked as a Financial Planning Associate for 3½ years at a private wealth management firm in Kansas City. Randy holds a Bachelor of Business Administration, and completed the Financial Planning Program through Boston University’s Center for Professional Education and is also a Certified Financial Planner™ professional.
About his job at Smart401k, Randy said, “Planning for retirement, and ultimately reaching retirement, are important steps in the lives of many people. I enjoy being a part of the process, helping people develop and implement a plan to reach retirement goals and serving as a resource along the way.”