Randall Zaharia
Clifford Swan · Pasadena, California
Randall Zaharia is a fee-only financial advisor at Clifford Swan in Pasadena, California, who holds the CFA credential. Randall focuses on retirement planning, estate & legacy planning and family wealth transfer. Clifford Swan reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Clifford Swan |
|---|---|
| Based in | Pasadena, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $4.48B across 2,598 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CA · CRD 4565341 |
| Firm size | 40 employees |
| Disclosures | None reported |
| Website | www.cliffordswan.com |
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Questions about Randall
Is Randall Zaharia a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Randall holds no broker registration, and Clifford Swan reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Randall charge for financial advice?
Randall's firm, Clifford Swan, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Randall Zaharia based?
Randall Zaharia is based in Pasadena, California.
What does Randall specialize in?
Randall's specialties include retirement planning, estate & legacy planning and family wealth transfer. Randall works with multi-generational families.
What credentials does Randall Zaharia hold?
Randall Zaharia holds the CFA credential.
Is Randall Zaharia registered with the SEC?
Yes. Randall Zaharia is registered as an investment adviser representative in CA (CRD 4565341), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Clifford Swan manage?
Clifford Swan reports $4.48B across 2,598 accounts in assets under management.
How do I contact Randall Zaharia?
Through Randall's website, www.cliffordswan.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Clifford Swan website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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