Renae Ransdell, CFP®
Partner, Senior Wealth Advisor
Renae has over 13 years of experience in financial services. She joined Diversified to work closely with clients to help them navigate the numerous life events that can impact their personal and financial goals. Prior to joining Diversified, Renae held roles with a large Registered Investment Advisory firm in Simbury, CT and with an independent investment management firm in Western Massachusetts. She earned a degree in Communications, while on a soccer scholarship from the College of Saint Rose in Albany, New York. Renae is a CERTIFIED FINANCIAL PLANNER™ professional and holds her Series 7, 63 and 65 Registrations. She is on the board of a local educational foundation and is a member of her local Rotary Club.
Renae lives in Suffield, CT with her husband Jared, and children Reagan and Jackson.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Financial planning and Investment advisory services offered through Diversified, LLC.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Financial planning and Investment advisory services offered through Diversified, LLC.
