Randall Avery, CFP®, CFA
Randall Avery, CFP®, CFA is a trusted, Fee-Only, CERTIFIED FINANCIAL PLANNER™. Allow me to be your guide to financial freedom! With over 15 years of experience helping people with money, I understand the unique needs of pre-retirees, self-employed individuals, and practice owners like you.
.
I specialize in helping clients:
.
• Plan for retirement that perfectly fits their lifestyle
• Strategically invest to minimize your tax burdens to provide more retirement income
• Elevate your personal wealth while maintaining the growth of your business
• Ensure a smooth transition as you move to the next phase of your life
.
I believe in empowering clients through education and personalized guidance. Imagine being equipped with the knowledge and tools needed to make decisions to reach your financial dreams.
.
You’re not just getting a financial expert; you’re getting a compassionate partner who genuinely cares about your success.
.
Ready to take control of your financial future? Let Randall Avery, CFP®, CFA, be your trusted companion on the path to prosperity.
.
Beyond his role as a financial advisor, Randall is also a public speaker. He shares his wisdom on wealth creation, money & relationships, and financial independence with audiences like yours. CLICK HERE to book Randall for your next speaking event.
.
Why the name “Deasil”?
The word deasil originates in Scotland, and it means the direction the clock moves or the direction the sun moves. In some cultures moving in this direction is considered lucky and promising goodwill, favor, and fortune.
.
I want my clients to have respect and admiration for time, as it is our most valuable resource.
.
.
.
.
.
.
.
.
Non-professional Interests
Dancing
Outside the realm of financial planning, you’ll often find me twirling on the dance floor with my amazing wife. Life, much like a dance, is all about rhythm and connection. I believe in embracing the joy of each step, we are able to take and savoring the moments we create together.
Cooking
In the heart of my home, the kitchen, I transform from a financial planner into a flavor Guru. It’s not just about numbers and budgets here—it’s about creating magic with flavors. I love experimenting with ingredients, turning the ordinary into the extraordinary, and serving up dishes to serve my family and friends. Nothing brings people together like a good meal.
Balancing Act of Health
Beyond the office walls, I’m a dedicated health enthusiast. I believe in the holistic balance of mind and body. From exploring new fitness routines to discovering wholesome recipes, I’m on a constant quest to infuse vitality into my life. Because, after all, a healthy and energetic approach isn’t just good for personal well-being; it enhances every aspect of life’s journey.
.
.
Hacking The System
While working with clients, Randall realized there was a missing process that individuals were not performing when choosing to use their money. Motivated to fill this gap, Randall developed three models to ‘Hack The System’ and allow individuals to Create Your Own System (CYOS). Randall hopes effectively using these models will help individuals identify the best moral and ethical use of their money.
