Randy Stoltz founded Clear Direction Investments with a straightforward conviction: that high net worth individuals and families deserve the same access to sophisticated investment strategies typically reserved for institutional investors.
Since 1998 Randy has built a practice centered on public market securities, unique tax-efficient planning, and real estate strategies. He began his asset management career with insurance and financial planning for college-bound families, and over time those relationships grew into a full-service investment management firm. His business-owner clients benefit from his experience in owning and operating companies for 13 years prior to his insurance and financial services career.
Randy is a proud member of Ed Slott’s Elite IRA Advisor Group, which requires ongoing advanced education in complete retirement planning and retirement distribution strategies. He holds securities registrations through Concorde Investment Services, LLC.
He is an Arizona native, grew up near Old Town Scottsdale, and earned degrees in marketing and finance from Arizona State University. He and his wife Patti have two sons, Carson and Trenton, both of whom have their own ties to the firm and the community.
Clients who work with Randy tend to describe the relationship as direct and low-drama. He asks a lot of questions before making recommendations, and he is more interested in getting the strategy right than in moving quickly.
