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

Randall E. White, CFP®

RICP, CRPC

President

TriCapital Wealth Management, Inc.

6115 Park South Drive, Suite 330
Charlotte, North Carolina 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, North Carolina 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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