We want to help you achieve your financial independence. This is possible with expert independent advice, strategic asset management, and continuing analysis of investment results with your stated objectives and goals.

Credentials
Randolph V. Glein was graduated from the University of Washington with a BA-Accounting (Beta Alpha Psi) in 1977. He worked in private industry until he decided on a career in public accounting. Randolph passed the CPA exam and earned the certificate of Certified Public Accountant in 1988.

In an effort to better serve his clients, Randolph enrolled in the AICPA Personal Financial Planning educational program. He successfully completed this program and received from the AICPA the Certificate of Educational Achievement in Personal Financial Planning. In 1996, he sat for and passed the AICPA Personal Financial Specialist exam.

To assist prospective financial planning and asset management clients Randolph became a Registered Investment Advisor. He passed the Uniform Investment Advisor Law Exam in November 1997 and is now a Washington State Registered Investment Advisor (RIA).

As Legendary Green Bay Packer Coach Lombardi once remarked, “The difference between a successful person and others is not a lack of strength, nor a lack of knowledge, but rather a lack of skill”

Randolph's track record...

• Recommended Gold December 2007 at $820/oz now trading at over $1,600/oz.

• September 2008: Advised Investment Clients to fasten seat belts – no changes to investment portfolios.

• Market Crash Results: Generated total positive returns for existing long term clients who followed advisors guidance during the time period August 29, 2008 to October 15, 2009. (1)

• Recommended Silver December of `09 at $17oz, now trading at over $30!

(1)Past performance does not guarantee future results

Experience
Randolph V. Glein has over 31 years of accounting and financial experience and in excess of 21 years of experience as a CPA. Randolph has extensive experience with computer accounting systems including installation, training, and problem solving. He has considerable knowledge of individual and business federal income taxes, including sole proprietors, Subchapter-S Corporations, C-Corporations, Limited Liability Corporations (LLC), and gift and estate taxation. In addition, Randolph has particular expertise in the field of financial planning and asset management services.

In 1992, Randolph used his knowledge gained in private industry to start his own firm from scratch and has built it into one of the premier accounting, tax, and financial planning practices on the peninsula. Hard work, skill, and great people accomplished this.

Community
Randolph moved to South Kitsap in 1981 with his wife, Brenda J. Glein, to be close to family. They have a son, Christopher, who is a graduate student at ASU pursuing a PhD in Planetary Science/Astrobiology, and a daughter, Tasha, is currently working at our family business as a bookkeeper. Randolph is currently serving as Treasurer for West Sound Treatment Center. He has been serving for the past 16 years and is the past president. The firm is a member of the Port Orchard Chamber of Commerce, the American Institute of Certified Public Accountants, the AICPA Division of Personal Financial Planning, and the Washington Society of Certified Public Accountants.