Strong Finances, Strong Future.
Planning Makes a Difference.
About Randy Stoltz
His business career began as an entrepreneur with very little capital. He and a business partner started a video production company and grew that business to peak revenues of millions per month. He exited that storied experience of 13 years to create a college financial planning enterprise Campus Advisers which later evolved into the Clear Direction experience.
CDI is built on forming long-term household relationships. Randy’s investing approach integrates advanced strategies and management for risk, income and legacy. We do this by focusing on “TED”
Randy and his team collaborate daily with several asset managers including his fiduciary portfolio team Stonebridge Capital Advisors. Stonebridge is led by several CFAs (chartered financial analysts) who work directly with his clients. CDI also leverages its affiliation with Concorde Investment Services for vetted access to leading real estate / alternative investments and is dedicated to aligning strategies with clients' personal visions for the future through all investment cycles.
Randall B. Stoltz offers securities through Concorde Investment Services, LLC (CIS), member FINRA/SIPC.Advisory services offered through Concorde Asset Management, LLC (CAM), an SEC registered investment adviser.
Insurance provided through Stoltz Financial Partners, LLC which is independent of CIS and CAM.
