Chiara Renninger (CFP®)

Chiara Renninger focuses in the
following client markets or areas of practice:

  • College/Education Planning
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Socially Responsible Investments

Planning Specialties

Chiara specialties include working with trusts and multi-generation planning, helping families meet their financial goals while preserving their legacy and passing on their important values. One of her biggest rewards is watching her clients, their children and sometimes their grandchildren achieve financial independence.

Additional Information

As a wealth advisor, Chiara helps clients and their families develop, implement and monitor wealth management strategies in pursuit of their financial goals and a stress-free life. She also works with clients to create comprehensive financial plans customized to their specific circumstances, plans that include portfolio management, tax-efficient strategies, advanced planning, retirement analysis and education planning.

Chiara came to Buckingham Strategic Wealth in 2016 through the firm’s merger with Herbein Wealth Management, based in Wyomissing, Pennsylvania, where she had served as a partner and wealth strategist since 2003. Prior to joining Herbein, Chiara worked as a registered representative and financial counselor at Cadaret Grant and she reviewed clients’ investment, retirement and insurance needs. She also previously held a position as a financial associate in Vanguard’s asset management and trust services group.

Chiara earned her bachelor’s degree in business administration from Bucknell University in 1997. She also holds the CERTIFIED FINANCIAL PLANNERTM professional designation.

NAPFA Start Date

April 06, 2017

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This Office

2763 Century Blvd Wyomissing, PA 19610-3346 Phone: (610) 376-8271