Randy Beckman
President/Owner at Lifestyle Design, Inc. | Mission Viejo, California, United States
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Randy Beckman, as the President and Owner of Lifestyle Design, Inc., brings over 14 years of extensive experience in the financial consulting and fiduciary services sectors. His client-centric approach is at the core of his practice, where he is dedicated to helping investors and advisors navigate the complexities of financial planning and investment management. Randy’s expertise spans a wide array of areas, including 1031 exchanges, commercial real estate, and alternative investments, making him a versatile resource for clients seeking to optimize their portfolios and achieve their financial aspirations.
At Lifestyle Design, Inc., Randy leads key projects that focus on lifestyle improvement initiatives, ensuring that each strategy is tailored to meet the unique needs of his clients. By integrating a thorough understanding of people, processes, and products, he has consistently delivered results that enhance the quality of life for his clients while driving financial success. His proficiency in strategic financial planning and portfolio management allows him to craft innovative solutions that align with both personal and investment goals.
In addition to his consulting work, Randy serves as an Expert Witness, leveraging his deep industry knowledge to provide insights in legal contexts. His skills in sales management, marketing, and valuation further enhance his ability to communicate complex financial concepts clearly and effectively. Through his leadership at Lifestyle Design, Inc., Randy Beckman continues to make a significant impact in the financial landscape, empowering clients to make informed decisions that lead to sustainable growth and improved lifestyles.
President/Owner at Lifestyle Design, Inc. in December 2009 to Present
Executive Vice President - Sales at Grubb & Ellis Securities, Inc. in April 2006 to December 2009
Vice President of Sales/Marketing at Mammoth Equities in March 2005 to April 2006
Vice President - Branch Manager/IAR at Wells Fargo Advisors f/k/a A. G. Edwards & Sons, Inc. in January 1995 to January 2005
Vice President - National Director of Retirement and Financial Planning at Prudential Securities in January 1989 to January 1995
Financial Consultant at Merrill Lynch in January 1986 to January 1989
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California State University-Long Beach - College of Business Administration, Bachelor of Science, January 1981 to January 1985
Los Alamitos High School, January 1979 to January 1981
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Business Development
Investment Advisory
Consulting
Sales Management
Asset Management
Investments
Securities
Alternative Investments
Real Estate
Mutual Funds
Sales
Portfolio Management
Retirement
Strategic Financial Planning
Marketing
Asset Managment
Valuation
Due Diligence
Commercial Real Estate
Wealth Management
Project Management
Regulatory Compliance
Consultative Selling
Customer Relationship Management (CRM)
Microsoft Office
Microsoft Excel
Thought Leadership
Executive Management
Business Relationship Management
Leadership
Coaching
Personal Development
REIT
Expert Witness
Variable Annuities
Legal Support Services
Stocks
Securitized Real Estate
TIC's
REIT's
Series 7/8/24/63/65
Key Accounts
Operational Strategy
Retirement Plans
Caregiving
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What is Randy Beckman email address?
Email Randy Beckman at [email protected], [email protected] and [email protected]. This email is the most updated Randy Beckman's email found in 2026.
What is Randy Beckman phone number?
Randy Beckman phone number is +1.9494154448 and (949) 636-5433.
How to contact Randy Beckman?
To contact Randy Beckman send an email to [email protected], [email protected] or [email protected]. If you want to call Randy Beckman try calling on +1.9494154448 and (949) 636-5433.
What company does Randy Beckman work for?
Randy Beckman works for Lifestyle Design, Inc.
What is Randy Beckman's role at Lifestyle Design, Inc.?
Randy Beckman is President/Owner
What industry does Randy Beckman work in?
Randy Beckman works in the Financial Services industry.
Randy Beckman Email Addresses
Randy Beckman Phone Numbers
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