Peter Randall has been an exceptional financial adviser. From the first meeting we had, Peter took a real interest in understanding my needs and answering any questions I had, rather than walking me through a prepared script.


Peter gave me advice and recommendations: tools to make the right decisions, while allowing me the space to make my own decisions.


In short, Peter embodies what a financial advisor should be: honest, smart and extremely knowledgeable. Working with Peter has been an absolute pleasure, and I intend to continue to do so for many years to come.”


Khaled AlSaleh – Senior Director at ORACLE