How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help you better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Randy Nakamura, CFP®, ChFC®, CRPC®

Certified Financial Planner™

(904) 885-6152

As a financial planner, I want to improve the lives of my clients. Wealth management can be extremely complex and stressful; I work with people to simplify the financial planning process and bring them peace of mind.

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Debra DelVecchio

Client Service Specialist



I have worked in the financial industry for more than twenty years. I place an emphasis on helping our clients with prompt and efficient service. If you have any questions, just let me know.

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