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About Us
Paul Randi
Paul is a California Licensed Professional Fiduciary and a Certified National Guardian. Paul has been an accounting and finance professional for over 25 years, serving as head of various accounting departments and rising to the position of Vice President of Finance for a national homebuilder.
Sue Randi
Sue has over 30 years of experience as a legal assistant, office manager, office liaison, and intake manager for various types of law firms. The past 10 years of Sue’s career has been focused in the Estate/Trust field, where Sue works directly with clients, counsel, court staff, and beneficiaries.
Tri Valley Fiduciary Services
We began our fiduciary practice in June of 2023, blending our combined skills to assist our clients based on their specific needs and individual situations. At Tri Valley Fiduciary Services, our goal is to work closely with each client so that we can understand their unique circumstances, and together, we can devise the best, most effective outcome. We are unwavering in our commitment to uphold the duties of a professional fiduciary: to secure and protect our clients, their families, and their assets, while simultaneously acting as an advocate for each client in a caring and sensitive manner.
We have lived in Livermore for over 30 years, raising our two daughters here and we now have two wonderful grandsons. We are fortunate to have our entire family living in the Tri Valley area. We are deeply committed to our community and look forward serving our clients as we pursue the newest chapter of our professional lives.