Lodestar Private Asset Management LLC

Alamo, United States

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Description

Specialties

Lodestar is an independent investment advisor registered with the Securities & Exchange Commission. Our fundamental objective is to provide our clients with guidance toward a brighter future by delivering personalized solutions to their financial planning and investment needs.

History

Established in 1989.

At Lodestar Private Asset Management, LLC, it is our mission:

*To provide the highest quality financial advice personally tailored to our clients’ individual circumstances and attitudes;

*To understand our clients, and their families as completely and deeply as they will allow;

*To use that understanding to formulate a comprehensive solution for our clients, utilizing a network of experienced, capable advisors to help implement those solutions;

*To continually explore new and better financial strategies and investment products that will better serve our clients’ financial objectives;

*To service our clients expeditiously at every opportunity with respect, honesty and a sense of caring toward the goal of improving their quality of life; and

*To build a team of high quality employees and to support them in compensation, training and direction so they may achieve their highest professional goals.

Meet the Business Owner

Randall M, Scott C, and Kevin G.

Business Owner

Randall L. Manley (JD/​MBA/​CIMC/​CIMA) is an attorney and financial advisor serving both individuals and retirement plan sponsors. He graduated from Stanford University and subsequently earned graduate degrees in law and business from the University of California.

Scott C. Miller (CFP®) has specialized in providing financial planning and investment management services to individuals and families since 1984. Following graduation from California State University, Chico he successfully completed GE Corporation’s management training program in consumer finance in 1979.

Kevin L. Gray (CFP® /​AAMS/​AWMA) has over 20 years experience in serving individuals and families in the areas of Retirement Planning, Asset Management and Estate Planning. Before joining Lodestar, Kevin served as Vice President and Financial Consultant at Charles Schwab & Company. Kevin has held the CFP (Certified Financial Planner) designation since 1995, and is also an Accredited Wealth Management Advisor (AWMA).