Randolph K. Feliz
Vice President – Wealth Management
Senior Wealth Advisor

Citi Personal Wealth Management helps you connect future aspirations and present needs.

Whether you are looking ahead to retirement, planning a child’s education, or focused on managing your day-to-day finances, we can help develop a financial plan designed around what’s most important to you.

Backed by Citi’s wealth planning process and product and research capabilities, an experienced Citi Personal Wealth Management Wealth Advisor will work with you – From identifying your financial goals to helping you make them a reality. We’ll also work with trusted Citi colleagues in banking and lending to help with your finances. At Citi Personal Wealth Management, we can help put the pieces of your financial picture together in a way that makes sense for you.

About Randolph K. Feliz

As a Senior Wealth Advisor for Citi Personal Wealth Management (CPWM), Randolph Feliz has over 30 years of experience, with a focus on retirement, estate and tax-efficient planning for high-net-worth individuals and families. He optimizes their tax strategies through a holistic analytical approach that provides tailored solutions.

As part of CPWM's Manhattan-based advisory team Broadway Park Wealth Advisory Group, he is committed to providing a high level of service, insight, and attention to detail, helping clients navigate complex financial decisions with clarity and confidence.

Randy's commitment to his niche for creating tailored strategies has helped hundreds of businesses and owners transition successfully into retirement.

Fluent in Spanish, he was born and raised in New York by parents who instilled in him the importance of honor, integrity and above all respect. These values helped define who he is today.

He attended Mercy University and New York University for financial planning, where he developed the foundation for his career in finance. A strong believer in continuous learning and personal growth, Randy holds the series 7, 63 and 65 securities licenses and the life accident and health license.

When not advising clients, he enjoys hiking, spending time with my family and volunteering at local charities, such as Big Brothers Big Sisters of America and Meals on Wheels America.