Randy Hein, CFP®

Financial Advisor

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
 

Have You Ever Met Anyone Famous?

We have met Adam Sandler randomly 3 different occasions. Humble guy.

What are you Proud of?

My kids of course. I am very grateful for having good kids with big hearts, who are smart and well rounded.

Randy resides in Anderson Township, alongside his wife of 23 years, Karen. Their children, Kendall & Nick, graduated from Anderson HS and now attend the University of Cincinnati. Before their college 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.