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 surgeons & physicians, widows and divorcees, large generational families, automobile dealer principals, 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 has been affiliated with Securities America since 2006. Prior to Creekside, Randy’s financial advising career includes a partnership role at 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. Additionally, he held trading and corporate finance underwriting roles with Bank One Investment Advisors (now JP Morgan Chase) and NatCity Investments (now PNC), respectively.
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 received a Bachelor of Science degree in business administration from St. Michael’s college in Colchester, VT, graduating cum laude, and also studied economics at the University of Vermont in Burlington, VT. Randy is a graduate of University School in Hunting Valley, OH.
Randy and his wife, Melissa, live in Solon, Ohio, with their two children.