Randall E. White, CFP®, RICP®, CRPC®, CMFC®

 

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Randall E. White, CFP®, RICP®, CRPC®, CMFC®

President

Favorite quote: “Wealth is the ability to fully experience life” Henry David Thoreau

  • Over 26 years of professional financial planning and investment management experience
  • Over 34 years of experience in the financial services industry
  • Certified Financial PlannerTM(CFP®)
  • Retirement Income Certified ProfessionalSM(RICP®)
  • Chartered Retirement Planning CounselorSM(CRPC®)
  • Chartered Mutual Fund CounselorSM(CMFC®)
  • Series 7 and 63 Registered Representative, Triad Advisors, LLC
  • Series 65 Investment Advisor Representative, TriCapital Wealth Management
  • Series 24 Registered Principal with Triad Advisors, LLC
  • North Carolina life, accident, health, long-term care and Medicare supplement license
  • MBA, Appalachian State University
  • B.S. Business Administration, Finance/Accounting, Appalachian State University

Randall (Randy) E. White, CFP®, RICP®, CRPC®, CMFC®, is president and founder of TriCapital Wealth Management, Inc., a registered investment advisor and wealth management firm located in Charlotte, North Carolina. Randy received a Bachelor of Science degree from Appalachian State University with a double major in finance and accounting, and also received a Master of Business Administration degree (MBA) from Appalachian State University. Randy is a Certified Financial PlannerTM (CFP®), a Retirement Income Certified ProfessionalSM (RICP®), a Chartered Retirement Planning CounselorSM (CRPC®) and a Chartered Mutual Fund CounselorSM (CMFC®).

Randy entered the financial services field in 1983 with Northwestern Bank which subsequently merged with First Union National Bank, and he later joined Wachovia Bank and Trust Co. He subsequently worked in the financial services consulting division of Price Waterhouse and with Legg Mason Wood Walker, a regional investment firm, before joining Carroll Financial Associates in 1993. In 1999, Randy founded TriCapital Wealth Management and has served as president and managing shareholder since.

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  • Phone:
    704.571.8778
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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.

TRICAPITAL® is a Registered Trademark in the United States of America.