Randall E. White,  CFP<sup>&reg;</sup> - Financial Advisor

Randall E. White, CFP®

RICP, CRPC

President

TriCapital Wealth Management, Inc.

6000 Fairview Rd, Ste 415
Charlotte, NC 28210
FINANCIAL ADVISOR'S WEBSITE
(855) 664-3355
(704) 571-8778

General

Randall White is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at TriCapital Wealth Management, Inc. in Charlotte, NC and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CRPC - Chartered Retirement Planning Counselor CMFC - Chartered Mutual Fund Counselor

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

Triad Advisors LLC

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities, Banking, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Mutual Funds, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Succession Planning, Sudden Wealth, Medical & Health Issues, Personal Taxes

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