Josh Rennie
MBA, CFP®, AIF®
TCI Wealth Advisors
Wealth Advisor
Josh Rennie
MBA, CFP®, AIF®
TCI Wealth Advisors
Wealth Advisor
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 Rennie, MBA, CFP®, AIF®
Comprehensive Financial Planner focused on a goals driven approach to client prosperity and success. Located in Reno, NV, serving clients and businesses across the country
Josh Rennie is a Reno, NV fee-only financial planner. TCI Wealth Advisors, Inc. provides comprehensive financial planning, tax and retirement planning, and wealth management to help middle income clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Josh Rennie is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Josh Rennie, MBA, 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.
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 offers pro-bono advice through TCI's non-profit programs. A learner to the core Josh is always looking for new opportunities 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.
TCI Wealth Advisors is an independent, fee- only, fiduciary providing comprehensive, coordinated and objective wealth management advice to individuals and families. We serve as a trusted advisor, partnering with our clients on their journey toward financial clarity, prosperity and overall well-being. Our mission extends beyond simply helping clients manage their money; we also believe we have the opportunity to help clients develop a more robust understanding of the relationship between their money and their happiness. Our wealth management process helps clients align their primary resources (money, time, energy) with their priorities. We help clients plan for the future while also helping them live a purpose-filled life today.
With five offices and over $3 billion in assets under management, we are large enough to provide sophisticated solutions to complicated problems, yet small enough to have personalized relationships with you and your family. For over 30 years we have been a purpose-driven organization, driven to empower, educate and advise clients as they work towards their personal definition of success.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Plan Solutions
- Investment Management
- Retirement Income Planning
- Tax Planning
- College Education Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- Multi-Generational Clients
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
- Investment Education
Professional Designations & Affiliations
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Josh Rennie is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® 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.
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Josh Rennie is an Accredited Investment Fiduciary® (AIF)Accredited Investment Fiduciary® (AIF®) training empowers investment professionals with the fiduciary knowledge and tools they need to serve their clients’ best interests. Advisors who have earned the Accredited Investment Fiduciary designation have gone through training, met the qualifications, and passed the exam allowing use of the AIF designation and they are immediately able to demonstrate the added value that they can bring to both existing and prospective clients.
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TCI Wealth Advisors has earned the Centre for Fiduciary Excellence (CEFEX) Investment Advisor certification.The independent CEFEX Investment Advisor certification demonstrates adherence to a best-practice standard.
CEFEX advisory firms adhere to the Global Fiduciary Standard of Excellence. This means they act in the best interest of investors. This is in contrast with a firm that lacks a fiduciary process. The fiduciary standard offers a consistency of interpretation and implementation, which facilitates the transfer of knowledge between the advisor, clients, vendors and regulators.
The objective is simple: to protect investors.
Contact Josh Rennie
Office Locations:
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4757 Caughlin Pkwy.
Suite . B
Reno, NV 89519
