Randy Hein, CFP®
Financial Advisor
Randy@PlanWithRFG.com
Phone: 513-275-6407
Fax: 513-624-3124
Schedule Meeting
My Compliance Disclosures
Favorite Quote:
“I’ve learned that people will forget what you said, people will forget what you did, but people will never forget how you made them feel.” – Maya Angelou
Favorite Song:
End of the Line, Traveling Wilburys 1988. “Well it’s all right, if you live the life you please.”
What Motivates You?
Creating Experiences…The thrill of purchasing things can be short lived, but the joy & memories of experiences, from epic adventures to minute encounters, can last a lifetime.
Randy resides in Anderson Township, alongside his wife of 19 years, Karen. Their teenage children, Kendall & Nick, attend Anderson HS. Prior to their high school days, Randy had the incredible opportunity of building lasting memories, whilst coaching both of the children throughout their grade school and middle school years. Aside from being an avid golfer, Randy loves playing volleyball, and a good ole’ game of pickleball. He strongly feels there is nothing like travelling and experiencing all the new firsts!
Randy began his career in the Financial Services Industry more than 2 decades ago, with 17 of those years at Fidelity Investments. Before diving into his career, Randy obtained his bachelor’s degree from Ohio University, followed by a master’s degree through Cleveland State University. Randy went on to earn his Certified Equity Professional certification in 2007, and the Certified Financial Planner® designation in 2012. In addition, he holds the Life, Accident & Health insurance licenses, as well as, the Series 6, 63, 66 & 7 securities registrations.
“As a Fiduciary, my passion is to bring financial independence to my client’s and their loved ones!” – Randy Hein.
Check the background of this investment professional on FINRA’s BrokerCheck.
