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"Our mission is to educate
clients in the art of paying
themselves first and prudently
investing accumulated funds to
achieve specific goals and
objectives. "
R. Glein
The Firm
In the 21st century, assisting
clients to realize their
financial goals and objectives
demands a vision that challenges
much of the conventional wisdom
existing in the business and
investment management industry.
Randolph V. Glein is a
Certified Public Accountant
(CPA), AICPA Personal Financial
Specialist (PFS), and Washington
State Registered Investment
Advisor (RIA). The company
provides Professional Accounting
Services to business owners,
Financial Planning and Asset
Management Services, and Tax
Planning and Preparation to the
residents of the Kitsap
Peninsula and the State of
Washington. The Professional
Service Firm is solely dedicated
to providing sound advice to
ensure that their clients enjoy
financially-secure futures.
The firm combines over 19
years of Professional
Accounting, Tax Planning, and
Preparation Services experience
as a CPA. In addition, in 1998
Randolph V. Glein earned the
designation of a PFS. The
American Institute of Certified
Public
Accountants established
this accreditation for CPAs who
have demonstrated considerable
experience and expertise in the
area
of Personal Financial
Planning.
 Randolph V. Glein, CPA, PFS, RIA,
is also a Certified Quickbooks
ProAdvisor® and a Master of CS
Client Bookkeeping Solution® (a
Thompson Financial Co.)
software.
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Our Mission
To provide a full range of the
highest-quality professional
investment expertise and
Asset-Management Services to
clients based on their personal
goals and objectives. We
consider the client’s goals and
objectives together with the
investment time horizon, assets,
and risk tolerance in
construction of the Investment
Policy Statement and Portfolio
Asset Allocation.
We provide a long-term
perspective--unbiased,
objective, self-disciplined, and
systematic-- to assist
clients to reach financial
independence.
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Kitsap
County