Randall Watsek,
CFA®, CFP®, CEPA®
Financial Advisor
Randall Watsek and the Birch Lane Group currently maintain or advise on over $300 million in client assets as of 9/30/2025. He has managed money for over 28 years, first as a credit portfolio manager at City National Bank and then as an equity research analyst, sector portfolio manager, and quantitative researcher at DGHM, a quality value boutique managing money for pension funds, endowments, businesses, and high net worth individuals. He leveraged this experience to join Raymond James and advise business owners and executives.
Watsek earned an MBA from the University of Chicago in Analytical Finance and Accounting, and a BA from Claremont McKenna College in Economics and History. He also earned the CHARTERED FINANCIAL ANALYST (CFA®), CERTIFIED FINANCIAL PLANNER® (CFP®), and CERTIFIED EXIT PLANNING ADVISOR (CEPA®) designations.
Watsek has been quoted in a variety of publications on investing and personal finance topics, including MarketWatch, the Wall Street Journal, Investor’s Business Daily, Money Magazine, the Arizona Republic, ThinkAdvisor, The Business Journals, and ReThinking65.
Watsek is the father of two young children and lives in Westchester County, New York.
Articles and Podcasts Quoting or Featuring Randall Watsek
- Money Magazine, 12/8/23: Early Retirement Savers Are Burning Out. ‘Coast FIRE’ Might Be the Answer
- MarketWatch’s The Moneyist, 8/10/2023: ‘Retire at 67? I’m already exhausted’: I’m 49 with 25 years left on my $540,000 mortgage. Am I doomed?
- Wall Street Journal, 6/16/2023: S&P 500 Finishes Higher for Fifth Straight Week
- MarketWatch's The Moneyist, 6/2/2023: I'm 62 and ready for my golden years': I've $840K in annuities, and $870K in Roths and index funds. Can I afford to never work again?
- Investor's Business Daily, 4/21/23: Options Trading Hits 50-Year Mark; Can Industry Innovation Help More Investors Grow Their Wealth?
- Money Magazine, 4/17/23: A ‘Credit Crunch’ Is Looming. Here’s How It Could Affect Your Wallet
- Money Magazine, 4/3/23: The 3 Best Money Moves to Make This April
- Money Magazine, 3/27/23: You Can Use Your Tax Refund to Buy Extra I Bonds. Should You?
- Money Magazine, 3/20/23: Here's When Small Tax Refunds Are Actually a Good Thing
- Arizona Republic, 3/5/23: Tax refunds are arriving. Consider these options for what to do with the money this year
- MarketWatch's The Moneyist, 6/2/2023: I'm 62 and ready for my golden years': I've $840K in annuities, and $870K in Roths and index funds. Can I afford to never work again?
- Investor's Business Daily, 4/21/23: Options Trading Hits 50-Year Mark; Can Industry Innovation Help More Investors Grow Their Wealth?
- Money Magazine, 4/17/23: A ‘Credit Crunch’ Is Looming. Here’s How It Could Affect Your Wallet
- Money Magazine, 4/3/23: The 3 Best Money Moves to Make This April
- Money Magazine, 3/20/23: Here's When Small Tax Refunds Are Actually a Good Thing
- Arizona Republic, 3/5/23: Tax refunds are arriving. Consider these options for what to do with the money this year
- ThinkAdvisor, 2/6/23: The Most Important Retirement Planning Milestones at 8 Different Ages
- The Business Journals, 1/10/23: The stock market had a rough 2022. Here's how Silicon Valley companies performed
- ReThinking65, 11/10/22: Easy Formulas Prove Costly for Investors
- Ask Amy About Aging, 10/20/22: Managing Your Money At Different Stages In Your Life
The foregoing information has been obtained from sources considered to be reliable, but we do not guarantee that it is accurate or complete, it is not a statement of all available data necessary for making an investment decision, and it does not constitute a recommendation. Any opinions are those of Randall Watsek and not necessarily those of Raymond James. Raymond James & Associates, Inc., member New York Stock Exchange/SIPC
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
Raymond James is not affiliated with the above organizations and/or charitable causes.
