Randy Williams-Gurian, CMFC®, CRPC® | Managing Partner, Sr. Wealth Advisor

Randy Williams-Gurian

Randy Williams-Gurian sees his role as Managing Partner, Sr. Wealth Advisor at Hightower Bellevue centered on the commitment to a true fiduciary standard. In line with Hightower Bellevue’s stewardship-centric approach, Randy drives client success based on four critical elements: estate planning, tax planning, risk management and insurance. He takes pride in working with clients on a variety of financial issues and helping them make great decisions that may impact their financial future for the better.

Being hired as a CPA at Weyerhaeuser was the first step in a long career in the financial services industry. While it provided the practicality of a paycheck, he quickly discovered that accounting was too limited to satisfy his attraction to the stock market, corporate finance and other more dynamic financial happenings of the day. With a BA from the University of Puget Sound and MBA in Finance and Entrepreneurship from University of Arizona, Randy soon found himself working in finance at market leading companies including Hewlett Packard and Agilent Technologies. After this foray into corporate finance, Randy was an integral part of a successful retirement planning practice with BAC Capital Advisors over the course of 12 years, after which he joined Triad Wealth Stewardship.

Randy’s artful ability to explain the complex investing landscape in simple terms led him to author his own national newsletter in the mid-point of his career. His insights on tech stocks and other investing how-to tips found him enjoying periodic guest spots on CNBC. With his intellectual curiosity for the financial markets and intuitive understanding of market conditions, Randy revels in active dialogues related to the financial news of the day.

Today, Randy’s belief that clients want more from a financial advisor drives him to consult in 401(k) and personal financial plans, creating an integrated and comprehensive approach that provides a broad perspective with informed solutions.

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