Randy Francis

Randy Francis, CFP®, CFF, currently serves as a Client Wealth Strategist at Pacific Capital, where responsibilities include developing and implementing financial planning strategies, as well as managing Financial Life Inspection® cases involving investment portfolios, retirement income, tax planning, college savings, and cash flow analysis. Previously, Randy held the position of Client Relationship Associate at LPL Financial, participating in the Advisors Ahead Resident Program that provided advanced training in wealth management. Additional experience includes serving as a Financial Planning Teaching Assistant at Brigham Young University's Marriott School of Business, and work as an Accountant II for BYU Athletics. Randy also interned at Deloitte in Business Tax Services, focusing on tax returns for high net worth individuals. Randy holds a Master of Accountancy with a focus on Taxation from Brigham Young University.