Profil
Ms. Megan Rindskopf is Paraplanner at Rinehart Wealth Management.
She joined Rinehart Wealth Management in June of 2011.
In her role as Paraplanner, she works closely with Cheryl Sherrard on developing and updating each client's personal financial plan, as well as assisting with daily client service.
She is also a Corporate Professional of the National Association of Personal Financial Advisors.
Ms. Rindskopf graduated in 2010 cum laude from The University of Georgia where she earned a Bachelor of Science in Family Financial Planning, a rigorous program that meets the Certified Financial Planner Board of Standards TM education requirements.
During her time in Georgia she worked as a Planning Associate with The Daniel Financial Group and was active in the Volunteer Income Tax Assistance program, Junior Chamber of Commerce and the Alumni Association for Family Financial Planning.
Ehemalige bekannte Positionen von Megan Rindskopf
Unternehmen | Position | Ende |
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The Daniel Financial Group LLC
The Daniel Financial Group LLC Investment ManagersFinance Part of The Vistria Group LP, The Daniel Financial Group LLC is a company that provides investment advice. The company is based in Norcross, GA. The company was founded by Gregory Sloan. The Daniel Financial Group was acquired by The Mather Group LLC on December 17, 2019. | Corporate Officer/Principal | - |
First Personal Financial Services, Inc.
First Personal Financial Services, Inc. Investment ManagersFinance First Personal Financial Services, Inc. (do-business-as McShane Partners) is a wealth advisory boutique headquartered in Charlotte, North Carolina. The firm was founded by Mary Rinehart in 1985. McShane Partners provides customized wealthy advisory, investment management, and financial planning services and solutions to high-net-worth individuals and families. | Corporate Officer/Principal | - |
Ausbildung von Megan Rindskopf
University of Georgia | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 2 |
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First Personal Financial Services, Inc.
First Personal Financial Services, Inc. Investment ManagersFinance First Personal Financial Services, Inc. (do-business-as McShane Partners) is a wealth advisory boutique headquartered in Charlotte, North Carolina. The firm was founded by Mary Rinehart in 1985. McShane Partners provides customized wealthy advisory, investment management, and financial planning services and solutions to high-net-worth individuals and families. | Finance |
The Daniel Financial Group LLC
The Daniel Financial Group LLC Investment ManagersFinance Part of The Vistria Group LP, The Daniel Financial Group LLC is a company that provides investment advice. The company is based in Norcross, GA. The company was founded by Gregory Sloan. The Daniel Financial Group was acquired by The Mather Group LLC on December 17, 2019. | Finance |