Paul Rand
Managing Director, Partner
Paul Rand is a Managing Director and Partner at The Rand Group. He specializes in financial planning and investment management services for individuals, families, businesses, and charitable organizations. Paul’s passion is to help people focus on and enhance their financial well-being. For more than 22 years, he has helped individuals navigate complex financial challenges by providing comprehensive, value-based investment solutions. With a diverse background in financial services and small business operations, Paul offers a distinct perspective on wealth management, preservation, and growth.
Paul is a regular host of The Rand Group’s podcast, Invested, and enjoys sharing thoughts and insights on a variety of topics with guests. As a member of TRG’s investment committee, Paul focuses on Thematic Portfolios, Sustainable Investing integration, and Alternative Investments. He is a supporter and member of The Forum for Sustainable and Responsible Investment (US SIF), and the Global Impact Investing Network (GIIN).
Paul was named one of AdvisorHub’s 2023 Advisors to Watch and was a Forbes Best-In-State Wealth Advisor for California in 2020 and 2021. He was recognized as a Five Star Wealth Manager* from 2013–2023 and received the NABCAP Premier Advisor award from 2011–2014.
Before co-founding The Rand Group with his partners, Paul was a Vice President at Morgan Stanley where for 15 years he managed custom portfolios for his clients and integrated them into comprehensive financial plans. An alumnus of the University of Colorado, Boulder, he holds Series 7, 63, and 65 and insurance licenses.
Paul believes in giving back to the community by assisting various philanthropic organizations with financial management and investment decisions. In his free time, he is an avid cook and enjoys preparing different cuisines for his family and friends. He enjoys golfing and his early morning trips down to the beach with the family Akita-Inu, Sunny. Most importantly, he strives to be the best husband and father to his wife Dee, and son Max.
*Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. Five Star Professional is not an advisory firm, and the content of this material should not be considered financial advice. For more information on the Five Star award and the research/selection methodology, go to www.fivestarprofessional.com
