Community Highlights: Meet Randall Avery​, CFP®, CFA of Deasil Wealth Management

 

Today we’d like to introduce you to Randall Avery​, CFP®, CFA

Hi Randall, we’d love for you to start by introducing yourself.
Randall Avery, CFP®, CFA, is a seasoned financial planner with over 15 years of experience in finance and accounting. Growing up, Randall was always passionate about learning financial literacy and helping people and organizations reach their financial goals.

Randall graduated from Georgia State University with a degree in finance and accounting. He holds the CERTIFIED FINANCIAL PLANNER and Chartered Financial Analyst designations.

Randall started his career in internal audit at a large paper manufacturing company, where he learned how businesses can set up good processes and controls. After three years, he moved into financial planning and analysis, working for top companies in Atlanta like Turner Broadcasting, AutoTrader, First Data, and Invesco. There, he helped guide their sales, marketing, product, and operations divisions.

Today, Randall owns Deasil Wealth Management, a financial planning firm that focuses on holistic financial planning. His firm serves pre-retirees, self-employed individuals, and practice owners. Randall’s goal is to help clients grow and protect their wealth using various investment tools and techniques, ensuring they have solid financial plans to achieve their goals and leave a lasting legacy.

Randall Avery’s journey from a young finance enthusiast to a respected financial planner highlights his dedication and expertise, making a positive impact on the lives of many Georgians.

Alright, so let’s dig a little deeper into the story – has it been an easy path overall and if not, what were the challenges you’ve had to overcome?
Early in my career, there was a struggle professionally of not being in the right position. My plans were to go into investment management, but I graduated in 2008. During that time, banks were not hiring during the great recession, and I had to settle on being an internal auditor. While I could not appreciate it at the time, I now understand how invaluable that training was for me.

During the recession years, there were regular mass layoffs, which prevented me from just focusing on my job. I always felt I had to focus more on my employability vs. excelling in my current role.

My biggest challenge was achieving my CFA designation. This multi-year process pushed me beyond my capabilities.

My most recent challenge is transitioning from a corporate employee into a business owner who has to learn how to sell. Selling an intangible product like financial planning took time to learn and master.

As you know, we’re big fans of Deasil Wealth Management. For our readers who might not be as familiar what can you tell them about the brand?
Deasil Wealth Management is a financial planning firm located in Decatur, Georgia. We help pre-retirees, self-employed individuals, and practice owners leverage their wealth and their business to live the financial life they always wanted.

Our firm specializes in making sure you have enough money saved before you retire, reducing your tax burden, and wealth-building strategies for practice owners or self-employed individuals.

What do you like and dislike about the city?
What I like most about Atlanta is the breadth and depth of industries that call our city home. We can have the most advanced fin-tech company while at the same time having a booming restaurant industry. It is hard to find that in other cities.

The worst part by far is the traffic. If you leave at the wrong time it can take one hour to drive ten minutes down the street.

Contact Info:

• Website: https://www.deasilwm.com
• Instagram: https://www.instagram.com/rsadeasil50/
• Facebook: https://www.facebook.com/randall.avery.7/
• Youtube: https://www.youtube.com/channel/UCEasRohhwof2xaNUr209kUw