Randy Schneider is a wealth advisor at Creekside Financial Advisors, LLC. Randy’s clients consider him to be their personal CFO as he manages their finances as well as provides important counsel on other life decisions. His clients are physicians, large generational families, professionals, automotive dealer executives, and business entrepreneurs.
Randy’s specialties include financial strategy and plan development, institutional bond trading, and employee benefit plan management. Randy believes in viewing a client’s financial situation holistically, and then developing a customized plan to meet their individual goals, including coordinating efforts with the Client’s CPA, attorney and other advisors.
Randy’s financial advising career includes partnership roles at other wealth management firms including Fairport Asset Management. Prior to Fairport Asset Management, Randy served as a Risk Manager for Prudential Funding Corporation, managing and trading the firm’s $8 billion commercial paper program. In addition, he held trading and corporate finance underwriting roles with Bank One Investment Advisors (now JP Morgan Chase) and NatCity Investments (now PNC), respectively.
Randy received a Bachelor of Science degree in business administration from St. Michael’s college in Colchester, VT and also studied economics at the University of Vermont in Burlington, VT. Randy is a past member of the National Advisory Board of the Charles Schwab Advisor Network. He was a charter member of Cleveland Bridge Builders and the Treasurer of the City Club of Cleveland’s New Leaders. Randy previously volunteered for the Solon, Ohio public schools and is currently on the budget and finance committee at Temple Emanu El. His community involvement also includes speaking opportunities at the Cleveland Clinic, University Hospitals and other local venues, on topics including financial planning, employee benefits, structured products and fixed-income investing.
Randy and his wife, Melissa, live in Solon, Ohio, with their two children.
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