The Seasoned Montis Financial, LLC Team
Randall K. Schaible Jr.
Mr. Schaible serves as a Financial Planning Associate for Montis Financial, LLC. His role includes analyzing Social Security, taxes, estate plans and developing retirement projections and insurance plans for the financial planning team. In addition to assisting the financial planning team, Randy supports the investment committee with market research and forecasts.
Mr. Schaible recently graduated from Bentley University with a degree in Economics-Finance. Randy joined Montis Financial, LLC in 2016. He plans to start studying for the CFP® in the near future.
While earning his degree, Mr. Schaible interned for J.P. Morgan in the Financial Controls department and the Chester County (PA) Finance Department. He studied abroad at the London School of Economics and the University of Hong Kong, where he was able to pursue his love of traveling.