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Countryside Road

The Road to Financial Freedom Begins With a Plan


At Shield Financial, we offer a range of asset management services that are designed to meet the unique needs and financial goals of our clients. We understand that everyone has different objectives, whether it's preserving their wealth or building it up. That's why we provide customized solutions to address these specific needs. We take a personalized approach for each individual, tailoring our methods to align with their goals and preferences. So, no matter what you're aiming for, we've got you covered with a plan that suits you best.

Grandma and Grandchild in Embrace


Shield Financial was built on providing reliable safety-based management solutions for our clients who value preservation. Our claim to fame is that those of our clients who use these strategies have never lost a penny... and they never will!


As technology continues to progress far beyond what we previously thought was possible, we have entered into the next generation of investing. Our algorithmic-based methods are able to provide our clients with impressive rates of return, all while reducing the effects of stock market crashes.

Couple Sitting with Financial Advisor


Each of our clients' needs are unique, that's why we custom-tailor every plan to perfectly fit each individual that we work with. Whether you are moving toward retirement or need help with estate planning, we are here to help you accomplish your goals!


"Randy and his staff take a personal approach in managing his clients' investments.  He Is knowledgeable in market trends and will tweak plans to help me stay true to my financial objectives. Totally professional, he communicates clearly and in layman's terms when answering my questions or concerns."

Sharon P.

We're Here to Help!

12907 Alcosta Blvd Ste. A2, San Ramon, CA 94583

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