Chiara Sockel Renninger

CFP®

Buckingham Strategic Wealth

Wealth Advisor

Chiara Sockel Renninger

CFP®

Buckingham Strategic Wealth

Wealth Advisor

When I work with clients I like to get the whole family involved, to make sure we’re planning for your personal and family goals now, and for the future. - Chiara Sockel Renninger, CFP®

Forever standing on the side of our clients.

Buckingham Strategic Wealth is a fee-only, fiduciary wealth management firm providing comprehensive financial planning, investment management and holistic wealth planning to help clients build and protect their wealth through life’s transitions. Our highest aspiration is to help our clients fulfill their financial dreams. Our advisors are never paid a commission of any kind and have a legal obligation to provide unbiased and trustworthy financial advice.

As a wealth advisor, Chiara Sockel Renninger 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.

Her 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.

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.

While in college, Chiara was a member of Bucknell University’s Division I women’s basketball team and served as captain in her senior season. In high school, she broke Governor Mifflin’s all-time girls’ basketball scoring record, a record that she held for 19 years. The sport remains important to Chiara, and she continues to be involved with her high school’s youth program as a volunteer coach. She enjoyed volunteer coaching Governor Mifflin’s high school girls' basketball team, which won its way to the PIAA Final Four in 2011-2012.

Outside of work, Chiara is involved with a number of charitable and community organizations. She is the founding member and steering committee chair for the Power of the Purse Fund in Berks County, which provides funding to help break the cycle of poverty by eliminating or addressing barriers for women who want to enter or re-enter the workforce. Since 2012, the fund has given back over $250,000 to organizations and programs that help local women and children. She also sits on the development committee and the board of directors for the Berks Conservancy and is past president of the board for Montessori Country Day School.

In 2014, Chiara was chosen from among 1,200 nominees to receive the Top 40 Under 40 award from InvestmentNews. Her award came in the “Leaders” category, which recognized individuals who bring innovative ideas to their firms, community and industry.

Chiara and her husband, Ryan, have two children. She enjoys playing golf and basketball, going to the beach, and spending time with family and friends.

Chiara Sockel Renninger is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

Experience is everything.

Imagine having the freedom to focus your time and attention on the things that give you energy. We have spent decades closely following the market, economy, tax strategies and planning topics—so you don’t have to. Buckingham Strategic Wealth helps individuals, businesses, nonprofits and retirement plans owners achieve their most important life and financial goals by building holistic, evidence-based wealth plans.

First, we embark on a personal discovery process to uncover what’s important so we can DESIGN a plan customized to address your deepest wants and needs.
With academic research and financial science as the foundation, we BUILD a plan that’s the perfect fit, with distinct objectives and attainable action items.
Then, we PROTECT your plan by checking in to measure progress toward your goals and adjust as needed.

We are enthusiastic, unapologetic advocates of evidence. Your dreams and passions are too important to leave up to chance. Our offices serve as think tanks, where a kinetic mix of intelligence and diverse professional experience come together to benefit our clients.

We love working with data. Then those insights are put into play. We construct our portfolios out of diversified stock funds; high-quality bonds; and, in some cases, alternative investment strategies. We help you control what you can in your portfolio: taxes, fees and risk.

In addition to being fiduciaries who always work in your best interest, we are proudly fee-only. We do not receive compensation or commission for selling products. This model ensures we are always on the same side as our clients.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning
  • Estate planning
  • Risk Management
  • Multi-Generation Planning

Ideal Clients

  • Retirees and Near Retirees
  • Business Owners and Executives
  • Sudden Money Situations
  • Professionals
  • Multiple Generation Families
  • Female-Led Households

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Chiara Renninger is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Chiara Renninger is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

Contact Chiara Sockel Renninger

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Office Locations:

  • 1210 Broadcasting Road
    Suite 101
    Wyomissing, PA 19601

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