FinTrust Capital Advisors
Charlotte, NC 28226
Training: Active Registered Life Planner® more info
- Active Registered Life Planner® has earned the Registered Life Planner® designation and continues to keep their skills sharp by regularly attending continuing education sessions (8 hours/2 years).
- Registered Life Planner® designation requires completion of The Seven Stages of Money Maturity® Training (16 hours), immersion in the EVOKE® Life Planning Training (36-40 hours), and a six-month practicum which involves peer review, mentorship, coaching, and supervision (40-50 hours).
- EVOKE® Life Planning Training Graduate has attended a 4-day online or a 5-day residential course on a planning method that uses a structured interview process to uncover clients’ most exciting, meaningful, and fulfilling aspirations and engage them in the work of creating their own vibrant futures, based on a solid financial architecture.
- The Seven Stages of Money Maturity® Training Graduate has attended a 2-day course that teaches listening, principles of communication, and client-planner attitudes, values, biases, and behavioral characteristics and their impact on financial planning.
Registered Life Planner, Series 65 Empowering clients to align their financial and life goals.Specialties
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" and Fortune Magazine- Women in Wealth.
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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