FinTrust Capital Advisors
Charlotte, NC 28226
Training: Comprehensive RLP® more info
Master of Life Planning
RLP® actively participating in Life Planning Mastery program
Completed entire Registered Life Planner® (RLP®) curriculum
Completed 7 Stages and EVOKE® practical training
Completed introductory 7 Stages Life Planning Workshop
Completed Life Planning Presentation Training
Wealth Management, Financial Life Planning, Strategic Planning, Retirement Planning, Wealth Protection Planning, Educational Planning, Life Transitions, Legacy Planning. Multi-generational families, Women in Wealth.
About My Practice
At FinTrust our team of experienced, credentialed professionals will actively listen to your financial concerns and guide you with strategic thinking and fiduciary prudence. We combine a consultative approach to client discovery, portfolio management, and client service with cost-effective pricing. You can always expect professionalism, attention to detail, transparency, strategic thinking and service
About Donna Rasile
Donna Rasile is a senior investment advisor with more than 30 years of experience in the investment industry. Donna's focus is working with clients to help them achieve their financial and life goals utilizing a holistic, customized approach. She prides herself in developing a deep connection with her clients with the goal of delivering the best client experience. Donna has been repeatedly recognized as one of the Best in Client Satisfaction Wealth Managers in Charlotte Magazine’s Five Star Wealth Manager. She was in the Wall Street Journal, "Wealth Managers You Need To Know".
Clients that are looking to align their financial resources with their life goals. Individuals, couples, multi-generational families and women's financial- well being. All at various stages of their financial lives.
Wealth Management Financial Life Planning Multigenerational Wealth Planning Women’s Financial Well- Being Client Service Satisfaction Certification Series 65 Registered Life Planner ® (RLP ®)
RLP ® Since
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