Michael Randall, CFA, CFP®, EA

I’m a Chartered Financial Analyst® Charterholder, CERTIFIED FINANCIAL PLANNER®, and IRS Enrolled Agent (EA) with more than a decade of experience helping clients build, preserve, and transfer wealth with confidence.

What makes my practice distinct is the rare combination of these three credentials. It allows me to integrate tax planning, investment management, and financial planning within a single, cohesive framework that few advisors can offer. By connecting every financial decision back to its tax and long-term impact, I help clients grow their wealth efficiently and keep more of what they have earned or inherited.

At Oak Summit Wealth Management, I work closely with retirees, widowers, inheritors, and business owners who are navigating complex financial transitions. My background as an Enrolled Agent gives me the ability to design advanced, tax-sensitive strategies that align investments and estate goals for maximum lifetime benefit.

Before founding Oak Summit, I worked with high-net-worth families at a $100B-plus registered investment advisory firm and a $4B-plus wealth management firm, where I developed institutional-level expertise that I now bring to a more personal, boutique experience.

I earned my degree in Economics from the University of California, Berkeley, where I continue to serve as an alumni ambassador. In 2025, I was recognized as both a WealthManagement.com Rising Star and an InvestmentNews 5-Star Financial Planner.

I live in San Diego with my wife, Susannah.
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