Best Consultants Madrid Near You

Randy Madrid, CFP ®

Abilities

• Financial Services
• Strategic Planning
• Financial Analysis
• Asset Allocation
• Management
• Customer Service
• Project Management
• Investments
• Financial Planning
• Succession Planning

• Position: CERTIFIED FINANCIAL PLANNER ™ Professional
• Current company: LPL Financial
• Languages: English

Randy has been a financial advisor serving clients in the Los Angeles and Orange County areas since 2002.

www.MadridRA.com

For nearly 14 years, Randy Madrid has helped today's retirees pursue their retirement dreams. His firm specializes in working with employees nearing retirement and retirees to help plan their future, work towards the goal of preserving their wealth and protecting their legacy; This is done by working with each individual family to build a comprehensive retirement roadmap geared toward their specific goals and expectations.

Randy's story began in college where he studied finance, economics, accounting, marketing and management. Once he graduated he starting working with PaineWebber who later became UBS where he learned the depths of financial planning and investing. He witnessed first-hand the devastating impact of the market turmoil that followed 9/11. The 40% market collapse that followed had a profound impact on so many people, but perhaps most significantly on those who were already in retirement or just approaching their retirement years. For many, their retirement dreams and what they had worked a lifetime to save had been taken from them and altered forever by unimaginable events out of their control.

Recognizing the benefit to having a plan in place, Randy created a comprehensive financial plan that not only included investments like most of his colleagues at the time, but also brought in account title review, insurance, estate planning and education into his plans.

Securities offered through LPL Financial, Member FINRA SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Investment advice offered through Madrid Retirement Advisors, a registered investment advisor and separate entity from LPL Financial.

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Jaime Madrid

Abilities

• Retirement Planning
• 401k Options
• Retirement
• Estate Considerations
• Roth IRA
• Traditional IRA
• 529 Plans
• Portfolio and Retirment Plan Reviews
• Common Stocks
• Bonds
• Annuities

• Position: Financial Advisor
• Current company: Edward Jones

Modette Madrid

Abilities

• Applicant Tracking Systems
• College Recruiting
• Talent Acquisition
• Onboarding
• Internet Recruiting
• Recruiting
• Benefits Negotiation
• Technical Recruiting
• Employee Relations
• Talent Management
• Screening Resumes
• Human Resources
• Temporary Placement
• Sourcing
• Screening
• Deferred Compensation
• Cold Calling
• HRIS
• Contract Recruitment
• Employee Engagement

• Position: Talent Advisor/Recruiting Consultant
• Current company: Wells Fargo

As a recruiter for Wells Fargo Bank, I am passionate about helping individuals find a rewarding career in banking. I support Talent Acquisition for Wells Fargo Community Bank and I partner with various lines of business across the footprint to attract and align top talent for all positions available within Community Banking & Small Business.

Isai Madrid

Abilities

• Community Outreach
• Public Speaking
• Grant Writing
• Community Engagement
• Leadership
• Microsoft Office
• Higher Education

• Position: Academic Advisor
• Current company: USC Trio Program- Educational Talent Search
• Languages: English · Latin · Spanish

Mike Madrid, AAMS®

Abilities

• Position: Financial Advisor
• Current company: Edward Jones

My journey to becoming an Edward Jones financial advisor wasn't a path I necessarily expected for myself. My professional career started immediately after graduating from DePaul University, when I commissioned as a United States Army Officer. I was then stationed at one of the highest operation tempo units in the Army; the 101st Airborne Division. Very quickly, I took over various leadership roles and was accountable for the morale and welfare of men and women much older than myself. In 2015, I was handpicked to deploy to Afghanistan with a small contingency for a nine-month tour as a logistics manager. After serving for several years, I decided to transition out of the Army and move to Charlotte to pursue a career in finance and spend time with my young daughter.

I look back at my time in the Army and am honored to be able to say I served our great nation and worked with the finest men and women it has to offer. However, when I transitioned, I realized I missed a key part of my experience in the Army – leading people. Ultimately, that led me down a path of pursuing a career with Edward Jones as a financial advisor.

My first and most important goal when working with my clients is understanding what is most important to them. In doing so, I have partnered with many of my clients' CPAs, attorneys and other professionals in order to determine the most appropriate financial strategy for them and their families.

My client-first process focuses on client education and transparency by utilizing a straightforward approach that helps clients organize, build, protect and transfer their wealth.

Aside from working with my clients, I enjoy spending my weekends with my beautiful daughter, Joelle, at the White Water Center. Additionally, I love to golf (or try), go to local breweries and exercise on my Peloton bike. Of course, as a Colorado native, I love to watch my Colorado Avalanche play hockey.

Cecilia Madrid

Abilities

• Public Speaking

• Position: Texas Works Advisor
• Current company: Texas Department of Health and Human Services