Randi Beach
Financial Advisor
Randi Beach is a Financial Advisor serving Allworth’s Rochester, New York, office. With more than two decades of experience in the financial services industry, she brings a well-rounded perspective to wealth planning shaped by years of working closely with individuals and families. Her background spans client service, advisory leadership, and comprehensive financial planning, giving her a deep appreciation for both the strategies clients rely on and the personal attention that defines a strong advisory relationship.
Prior to joining Allworth, Randi held senior positions in wealth management, including Director of Client Services. She earned her Bachelor of Arts in Business Administration with a specialization in Finance from SUNY Fredonia and holds the Series 6, 7, 63, and 65 licenses, along with Life, Accident, and Health Insurance licenses.
Randi lives in Ontario, New York, with her husband, their two children, and their dog. Outside the office, she enjoys camping, boating, traveling, and spending plenty of time on the sidelines as a proud cheer mom.
We all have a unique story, and I believe a financial plan should reflect it. I want to understand more than a client’s financial picture. I take the time to learn where they’ve been, what matters to them today, and what they hope to accomplish in the years ahead. Those conversations provide important context for developing a strategy that feels personal and relevant to their life.
From there, I take a comprehensive view, bringing together investment management, tax planning, retirement strategy, and long-term wealth considerations. Each financial decision can influence another, so I believe it’s important to understand those connections and explain the reasoning behind every recommendation. Clients should know not only what we’re doing, but why it makes sense for them.
I also believe in being proactive rather than waiting for a client to tell me something needs attention. Financial plans evolve as careers, families, markets, and priorities change, and regular communication allows us to adjust along the way. Clients can expect responsiveness, transparency, and an advisor they can turn to with questions, whether they’re facing a major decision or simply need a sounding board.
What I find most rewarding is seeing the goals we’ve planned for become part of a client’s life. Whether that means retiring on their own terms, sending a child to college, purchasing a dream home, or creating a legacy for future generations, I value the opportunity to be part of the adventure and celebrate those milestones alongside them.
Those shared experiences often deepen the relationship well beyond financial planning, and over time, many clients become genuine friends. Knowing I’ve helped make an important decision feel more manageable and played a role in helping someone create the future they envisioned is what makes this work so meaningful to me.
Financial planning gives us the opportunity to look ahead, prepare thoughtfully, and make room for the experiences that make life meaningful.
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