Office Location:
6115 Park South Drive
Suite 200
Charlotte, NC 28210
Randall (Randy) E. White, CFP®, RICP®, CRPC®, CMFC®, was president and founder of TriCapital Wealth Management, Inc., a registered investment advisor and wealth management firm located in Charlotte, North Carolina before joining Consolidated Planning. 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.
Randy and his wife, Kendra, live in Charlotte, NC, and have five children and two grandchildren. In his spare time, he enjoys golf, travel and is a big NASCAR fan.
grandchildren. In his spare time, he enjoys golf, travel and is a big NASCAR fan.
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