Randy Byard
Vice President Financial Advisor at CAPTRUST | Greater Sacramento
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Randy Byard serves as a Vice President Financial Advisor at CAPTRUST, where he leverages his extensive experience to provide tailored financial solutions that align with his clients' long-term goals. Since joining CAPTRUST in 2021, Randy has been instrumental in enhancing the firm’s commitment to delivering independent and objective financial advice. His background at Genovese Burford & Brothers, an independent wealth and retirement plan management firm, equipped him with a robust understanding of retirement benefits and investment strategies, which he now applies to help clients navigate complex financial landscapes.
At CAPTRUST, Randy specializes in developing comprehensive financial plans that encompass retirement strategies, investment management, and business relationship management. He is passionate about demystifying the intricacies of financial planning, ensuring that his clients feel informed and empowered in their decision-making processes. His expertise in finance allows him to identify unique opportunities and craft innovative solutions tailored to each client's specific needs.
Key projects Randy has undertaken include collaborating with corporate clients to enhance their retirement plans, ensuring compliance with fiduciary standards while maximizing employee engagement. His dedication to fostering strong relationships with clients has not only solidified their trust but has also positioned CAPTRUST as a leader in the financial advisory space. By focusing exclusively on the best interests of his clients, Randy exemplifies the core values of CAPTRUST, making a meaningful impact on their financial futures.
Vice President Financial Advisor at CAPTRUST in January 2021 to Present
Financial Advisor at Genovese Burford & Brothers (Now CAPTRUST) in June 2020 to January 2021
Vice President Financial Consultant at Fidelity Investments in August 2011 to June 2020
Financial Consultant at Fidelity Investments in September 2009 to August 2011
Investment Consultant at Fidelity Investments in July 2008 to September 2009
Financial Representative at Fidelity Investments in May 2006 to July 2008
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Retirement Benefits
Investments
Business Relationship Management
Finance
Financial Advisory
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Discover more about CAPTRUSTWhat is Randy Byard email address?
Email Randy Byard at [email protected]. This email is the most updated Randy Byard email found in 2026.
What is Randy Byard phone number?
Randy Byard phone number is +19166165217.
How to contact Randy Byard?
To contact Randy Byard send an email to [email protected]. If you want to call Randy Byard try calling on +19166165217.
What company does Randy Byard work for?
Randy Byard works for CAPTRUST
What is Randy Byard's role at CAPTRUST?
Randy Byard is Vice President Financial Advisor
What industry does Randy Byard work in?
Randy Byard works in the Financial Services industry.
Randy Byard Email Addresses
Randy Byard Phone Numbers
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