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Cindy Reninger, CFP®

 

Cindy Reninger, CFP®

Financial Planning Associate

Favorite quote: “Nothing great was ever achieved without enthusiasm.” Ralph Waldo Emerson

  • Over 30 years of experience in the financial services industry
  • Certified Financial Planner™, CFP® Series 7 and 63 Registered
  • Representative, Triad Advisors, LLC North Carolina life, accident, health, long-term care and Medicare supplement license
  • B.S. Business Administration, Finance, University of Akron

Prior to joining Randy at TriCapital Wealth Management, Inc. in September of 1999, Cindy worked in the financial services industry for 3 years as a marketing assistant for a national health insurance brokerage firm and for 10 years in Ohio as an Associate Agent for Nationwide Insurance. She received the Certified Financial Planner™ (CFP®) certification in 2005 and served for four years as Director of Professional Development for the Charlotte Chapter Financial Planning Association.

Cindy enjoys working with the firm’s clients on getting a clear picture of their current and future financial situation. She feels that happiness "isn’t just numbers", it is creating goals and dreams that allow clients to pursue their favorite activities.

Cindy and her husband Rich live in Indian Trail and have one son Jared, a recent graduate of the University of North Carolina at Chapel Hill. They are active and involved members of their church, where Cindy has served as a youth advisor, an Elder of the Presbyterian Church USA, and participates in chancel and bell choirs. She enjoys cooking and getting to the beach in her spare time.

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Advisory Services are offered through TriCapital Wealth Management, Inc Securities offered through Triad Advisors member FINRA / SIPC. TriCapital Wealth Management, Inc. is not affiliated with Triad Advisors. We are licensed to sell Insurance Products in the following states: North Carolina, and South Carolina. We are registered to sell Securities in the following states: Delaware, District of Columbia, Florida, Georgia, North Carolina, Ohio, Pennsylvania, South Carolina, and Virginia.

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