ABOUT RANDY K. BARKLEY, CFP®

“Uniquely qualified”

WHO IS RANDY BARKLEY?

Randy Barkley has been serving clients since 1976 and through his comprehensive practice, he coordinates for his clients many different financial programs to bring order and efficiency to their financial life. He is President of Tricord, Advisors, Inc. a registered investment advisory firm in Riverside, California.  He has earned the Certified Financial Plannerä certification, making him a multi-faceted professional qualified to help clients with all their financial needs.

In addition to certifications, Randy’s professional and personal achievements speak to his unique capacities. As a recipient of numerous honors—including the coveted Platinum Award—his greatest achievement may very well lie in his loyal following of clients. His practice flourishes thanks in large measure to word-of-mouth recommendations from existing clients to their family, friends and associates.

Away from work, Randy serves his community as a past board member of the Inland Empire Alzheimer’s Association and as an active member of his church. He and his wife (his high-school sweetheart) have been married for over 38 years. They have three children and four grandchildren.

Randy takes great satisfaction in helping people feel confident about their financial future. His key to success is his personalized approach in assisting clients with a comprehensive array of services.

Good financial planning may seem overwhelming when all the facets of a good plan are considered. However, if a step-by-step approach is taken, the pieces come together to form a complete picture. This is what Randy Barkley and his team provide.

WHAT DOES HE DO?

Randy has a clear mission: to understand his clients’ needs and provide continual financial solutions.

Randy’s years of experience and intense focus on each client's personal goals and values make this possible. To serve his diverse clientele of retirees, pre-retirees and small-business owners, his practice focuses on 4 key areas:

Retirement Planning: assisting clients in establishing a lifetime income plan and protection against financial risks that threaten their retirement.

Fee-Based Asset Management: helping clients preserve and increase assets through diversified, balanced portfolios managed by Dr. Steven Le (link) - a world-class Registered Investment Advisor with over 30 years of experience.

Estate Planning: passing assets to those most important to you in the way you desire while minimizing estate taxes and probate costs.

Tax Planning: helping to ensure that what clients have worked so hard to accumulate is protected from unnecessary income taxes.

You owe it to yourself to select a competent, trustworthy financial planner. Your future depends upon the choices you make today.

Schedule an appointment with Randy: link