Meet the Team


The Rand Group is a team of investment and client service professionals dedicated to providing you with a wealth management experience marked by excellence, attention to detail and personalization.

Paul Rand
Managing Director, Partner
Joel Rand, CIMA<sup>®</sup>
Managing Director, Partner
Sarah Minakary, CFP<sup>®</sup>
Managing Director, Partner

Jared Walker
Wealth Services Manager
Audrey Marotta
Senior Client Services Associate
Jose Soria
Wealth Services Associate

Learn More About The Rand Group

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23 Corporate Plaza Drive, Suite 130
Newport Beach, CA 92660
Office: (949) 566-8326

1300 N. Holopono St., Suite 216
Kihei, HI 96753
Office: (808) 495-8000

Toll Free: (888) 546-4640
Fax: (800) 371-9547

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HTA Client Relationship Summary
HTS Client Relationship Summary

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