The Rand Group

The Rand Group is a San Francisco-based boutique wealth-management team serving high-net-worth individuals and families throughout the United States. Rand Group managing director and principal Daniella Rand has nearly 20 years of experience as a licensed financial advisor. Rand is personally licensed to conduct business in New Jersey, Minnesota, Colorado, California, Idaho, Michigan, North Carolina, Alabama, Nevada, and Oklahoma. Other members of the team are licensed to do business in Florida and Pennsylvania. Backed by Merrill Lynch and Bank of America, The Rand Group provides financial products and services, general financial planning, retirement planning, 401(k) rollovers, IRAs, and loan services.