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MEMBER PROFILE

 

Patrick Renn

The Renn Wealth Management Group

 

Member profile details

Membership level
Atlanta Launch
First name
Patrick
Last name
Renn
Title
pres
Company
The Renn Wealth Management Group
 

CONTACT INFORMATION

City
Atlanta
State
Georgia
 

PROFILE INFORMATION

Call me when
You need to decide if you will have enough, will it remain enough, and who should eventually get it.
Profession
  • Wealth Manager
Functional Expertise
  • Board of Directors (not for profit)
  • Cash management
  • Charitable giving
  • Corporate finance
  • Employee benefits
  • Equity
  • Estate planning
  • Exit/Transition Planning
  • Family business
  • Fiduciary
  • Finance
  • Financial Modelling
  • Investments
  • Philanthropy
  • Retirement
  • Risk management
  • Transaction advisory
Client Industry(ies)
  • Business Services
  • Computer/Electronics
  • Consumer Services
  • Financial Services
  • Health/Pharma/Biotech
  • Manufacturing
  • Non-profit
  • Real Estate/Construction
  • Retail
  • Software/Internet
  • Transportation/Storage
  • Travel/Recreation/Leisure
  • Wholesale/Distribution
Professional Certification(s)
CFP
In Business Since
1975
Business Focus
Financial planning and wealth management
Client Results
Increased clarity and confidence regarding personal financial planning and wealth management
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