R.T. Siegel CTFA, CIMA®, CFP®
Randy serves as the Chief Operating Officer and founding Partner of Aletheian Wealth Advisors LLC, a multi-family office purposefully built to serve families with complex estate planning, trust, and asset management needs.
For the past 20+ years, his focus has been client relationships that center on trust and estate designs which consider multi-generational needs and related family governance, tax mitigation, asset transfer techniques, ongoing control, and charitable intent. Randy’s experience includes extensive portfolio design and management that utilizes efficient allocations to address client specific risk/return dynamics, tax issues, and cash flow needs.
Randy is a Certified Trust & Fiduciary Advisor, Certified Investment Management Analyst®, Certified Financial Planner®. He is a member of the Estate Planning Council of Seattle, the East King County Estate Planning Council, the Institute of Certified Bankers, and the Overlake Foundation Planned Giving Advisory Council.