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Home > Financial Planner Directory > North Carolina > Charlotte > Randall E. White, CFP®, CRPC, CMFC

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Randall E. White, CFP®, CRPC, CMFC

TriCapital Financial Group, Inc.

6000 Fairview Rd
Ste 415
Charlotte, NC 28210
Phone: (704) 571-8778
Fax: (704) 571-8779

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Household Income Minimum: $0
Investable Asset Minimum: $200,000

Specialties

Comprehensive Financial Planning
Attending College
Banking
Charitable & Planned Giving
Asset Allocation
Investment Management
Estate Planning
Employee Benefits
Getting Divorced
Mutual Funds
Insurance
Retirement
Stocks & Bonds
Life Planning
Succession Planning
Long-term Care
Sudden Wealth

How Planner Charges

Combination Fee/Commission

Considerations: At TriCapital, we utilize a proprietary methodology to understand our clients' goals before designing a comprehensive investment program that ensures that will never run out of money.

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.