CERTIFIED FINANCIAL PLANNER®
Owner, The Compass Wealth Group
Randy L. Halfpop is a CERTIFIED FINANCIAL PLANNER® practitioner and has an advanced degree in financial planning. He co-founded The Compass Wealth Group in 2011. Randy has been an independent financial planner working with private clients and organizations for over 22 years. Randy is a member of the Financial Planning Association™.
Randy provides comprehensive financial planning to individuals, families, business owners, and provides investment consulting work for foundations and trusts. His expertise includes finding solutions for clients in the areas of proper investment asset allocation; long-term care, life and disability insurance needs; college education planning; and retirement cash flow planning. Additionally, as the practice’s head of Operations, Randy is responsible for formulating and implementing the investment philosophy and guidelines we use to monitor and manage client assets.
Randy is a member of the Cheyenne Sunrise Rotary Club, a previous member of the CSU Extension Advisory Board and a previous committee member for the Pikes Peak Habitat for Humanity Board. Randy is a retired Air Force veteran with over 24 years of military service.
Randy holds a Master’s of Science degree with an emphasis in financial planning from the College for Financial Planning, and a Bachelor of Business Administration degree in Finance from The University of Iowa.
His family includes his wife, Tina, and their West Highland Terrier, Guthrie.
Raymond James is not affiliated with the above organizations and/or charitable causes.
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.
