About Shield Financial and Insurance Services, Inc.

Randy Watson follows in his family’s footsteps in the financial services industry. He is extremely knowledgeable and passionate about his work. Randy specializes in the areas of retirement accumulation, preservation, and wealth transfer. His primary objective is to help his clients live well with financial dignity, independence, and peace of mind.

In 2009, Randy was elected to serve on the Board of Advisors for the Institute of Business & Finance (IBF) located in La Jolla, CA. He was nominated to the IBF Board from a field of over 3,000 prospective candidates based on their background, experience, expertise, and ethics. IBF is a nonprofit provider of financial education and designations to members of the financial services industry. IBF is the fourth oldest provider of financial certification marks in the United States.

From the beginning of his career in the financial services industry, being in a position to give accurate and pertinent information to his clients has been extremely important to Randy. Therefore, after earning his bachelor’s degree from UC Riverside, he pursued a rigorous education earning the prestigious designations of CLU and CES.

All clients have unique needs, and it’s important to Randy to be in the best position possible to meet those needs. Therefore, whether it’s implementing safety-based options, or risk-based options, Randy has the tools and skill sets needed. In addition to his CLU and CES designations, Randy also acts as an Investment Advisor Representative (IAR) of Wealth Watch Advisors.

Randy has always maintained that his number one priority is taking the time to discover what is most important to his clients and developing a plan to meet their unique objectives. He has a great talent for taking the most complex estate planning issues and explaining them in a clear, concise, easily understood fashion. From the wealthy to the working class, Randy’s passion in helping people is truly evident.