Randy Rondberg, founder of Nation’s First Financial in Mesa, Arizona, highlights the firm’s commitment to serving clients across generations — from retirement planning for grandparents to financial education for their adult children. With offices in Mesa, Sun City, and Prescott, the firm has become a trusted multi-generational financial resource for Arizona families over the past two decades.
Randy Rondberg, founder of Nation’s First Financial, is marking a milestone that few financial advisory practices achieve — a growing number of clients who now span two and even three generations within the same family.
“When a client’s son or daughter calls us because their parents told them to, that’s the highest compliment we can receive,” said Rondberg. “It means we’ve earned a level of trust that goes beyond one transaction or one retirement plan.”
Since founding Nation’s First Financial more than 16 years ago, Rondberg has cultivated a practice model built on long-term relationships rather than one-time sales. The firm currently serves families from offices in Mesa, Sun City, and Prescott, Arizona, with a team of financial professionals specializing in retirement income planning, annuity strategies, and comprehensive financial consulting.
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What sets the practice apart, according to Rondberg, is its emphasis on education and accessibility. Every client meeting begins with a conversation about goals and concerns — not a product pitch. That approach has resonated particularly well with families navigating complex multi-generational financial decisions, including inheritance planning, beneficiary coordination, and tax-efficient wealth transfer.
Rondberg’s son Daniel has become an integral part of the firm’s leadership, bringing a fresh perspective to client engagement while honoring the foundational values his father established. Daniel is also the author of the Amazon bestselling book “Buy Back Your Life,” which has introduced the firm’s client-first philosophy to a national audience.
“We don’t just plan for one person’s retirement,” Rondberg added. “We plan for families. When we sit down with a client, we’re thinking about their spouse, their kids, their grandchildren. That’s what separates a transaction from a relationship.”
Nation’s First Financial continues to expand its educational programming and community outreach across Arizona, with plans to increase virtual consultation options for clients and families outside the state.
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