Whidbey Wealth Management provides personalized financial planning and investment guidance to help clients choose the future they want and plan where they’re headed. Services include retirement planning, investment management, wealth building, and ongoing financial advice tailored to each client’s goals.

Randy Robichaud is the founder of Whidbey Wealth Management and a CERTIFIED FINANCIAL PLANNER® (CFP®) professional. He also holds the AAMS® designation and brings years of experience helping clients navigate complex financial decisions with clarity and confidence.

Yes. Randy Robichaud acts as a fiduciary, meaning he is legally and ethically required to put your best interests first when providing financial advice, investment guidance, and planning recommendations.

Whidbey Wealth Management works with individuals and families across many life stages, with a special focus on healthcare and technology professionals. Randy has experience helping clients manage variable income, career growth, equity compensation, retirement planning, and long-term wealth strategies common in these fields.

Randy regularly works with healthcare and technology professionals and understands the financial complexities they face—such as demanding careers, delayed savings, stock-based compensation, rapid income changes, and long-term planning needs. His approach is designed to bring structure, clarity, and confidence as careers evolve.

Whidbey Wealth Management combines deep technical expertise with an educational, collaborative approach. Randy takes the time to listen, explain financial concepts in plain language, and empower clients—especially busy professionals—to fully understand and feel confident in their financial decisions.

No. Financial planning isn’t just for high-net-worth individuals. Many clients work with Randy early in their careers to build good financial habits, create a clear strategy, and make informed decisions as their income and responsibilities grow.

Getting started is simple. You can connect with Randy Robichaud to schedule an introductory conversation and begin building a financial plan designed around you, your career, and the future you want.