Rand Borresen

Our Principal

Mr. Borresen was born in 1957 and grew up in the mid-west. His undergraduate degree is a B.S.L. Law and he received a Juris Doctor in December of 1987 from Western State University. Prior to entering the field of fee-only financial planning and investment management, Mr. Borresen spent 7 years practicing law in the fields of Bankruptcy, Family Law, and Estate Planning.

Professional Certifications, Charters and Licenses

Mr. Borresen is a Certified Financial Planner (CFP) and is registered as an Investment Adviser Representative in the State of California. Mr. Borresen is also a licensed attorney. Practicing in the State of California since 1988, and is authorized to practice in all of the Courts for the State of California, and the United States Federal Court.

Professional Associations and Memberships

As a Certified Financial Planner (CFP) licensee, Mr. Borresen is a member of the Financial Planning Association (FPA) as well as the Orange County-chapter of the FPA. As an Attorney, Mr. Borresen is a member of the California Bar Association, as well as the Orange County Bar Association. Approved Services Provider for MetLife Legal Plans.

Continuing Examination Requirements

Mr. Borresen regularly engages in continuing education in order to remain abreast of developments in the fields of financial planning, investment management, and estate planning. These continuing education endeavors include requirements and standards of more 50 hours each year.

Connect With Us

Have questions or need personalized financial advice? Fill out our contact form, and a member of our team will get back to you shortly. We're here to help you achieve your financial goals with expert guidance and support.

Contact Us