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Josh Rennie (AIF®, CFP®)

Josh Rennie focuses in the
following client markets or areas of practice:

  • Business Owners
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Tax Planning

Planning Specialties

Josh Rennie, CFP®, AIF® is an advisor in Reno, NV specializing in comprehensive financial planning. Portfolio construction might be the biggest area clients focus on, but a well constructed financial plan will include tax strategy, risk management, good education and setting goals. Josh enjoys specializing in complex strategic planning topics including multi-generational planning, tax and estate topics, and business plan solutions.  

Additional Information

Josh is a member of TCI's investment committee specializing in data analysis and portfolio construction. Passionate about educating clients, as well as future generations, he volunteers time to teach financial literacy classes and offer pro-bono advice though TCI's non-profit programs. A learner to the core, Josh is always looking for new opportunity to expand, including continued education as an Accredited Investment Fiduciary and Chartered Financial Analyst.

In his free time Josh is a competitive bike racer, and along with his wife, Megan, enjoys all the fantastic outdoor adventures the Reno/Tahoe area provides.  

 

NAPFA Start Date

June 04, 2020

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

4757 Caughlin Pkwy Ste B Reno, NV 89519-0978 Phone: (775) 746-6255 Fax: (775) 746-6254
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