Randy Whitman, ChFC®, CFP®
Empowering Clients with Financial Insight
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Serving Clients Nationwide
Empowering Clients with Financial Insight
Areas of Focus
- Financial Life Planning
- Investing
- Owning a Business
- Retirement Planning
- Saving
About Randy Whitman, ChFC®, CFP®
Randy Whitman is a co-founder of Insight Alliance.Randy is a seasoned professional who combines experience with a genuine commitment to his clients’ financial well-being. He uses his unique relational skills to uncover what his clients deeply value and applies a strategic financial process to each person’s life. Randy takes a holistic approach to financial planning. He considers all aspects of his clients’ financial lives and ensures a comprehensive strategy. His clients are confident that they have a representative in their financial decisions, clear about where their assets are taking them, and capable to achieve their dreams and intentions.
Randy’s greatest skill is fully understanding what each client desires and aligning those values to their financial life. He educates them about financial concepts, demystifying complex terms. Whether it’s explaining investment options or retirement accounts, Randy ensures his clients make informed decisions. He helps his clients on a variety of financial matters including personal and business planning, tax strategies, and retirement planning. Randy develops strategies to help lead individuals and families into financial confidence.
A native of Nashville, Randy graduated from Hume-Fogg High School and Harding University. Randy lives in Nashville with his wife Beth and their two daughters Abby and Ainsley. He is active in his church community. In his leisure, he enjoys visiting Walt Disney World as often as possible.
Professional Designations
- Certified Exit Planning Advisor (CEPA)
- CERTIFIED FINANCIAL PLANNER ®
- Chartered Financial Consultant (ChFC)
- Chartered Life Underwriter (CLU)
- Retirement Income Certified Professional (RICP)
Primary Location
109 Westpark Drive Suite 150 Brentwood, TN 37027
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Based
- Subscription
What to expect in the first meeting
Click the 'Book Intro Call' button above and complete the brief form to let us know how we can contact you, so we can schedule a complimentary call. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About Insight Alliance
Insight Alliance is a comprehensive financial services firm located in Brentwood, Tennessee. We are committed to understanding and appreciating clients’ true values and are dedicated to assisting them in achieving their objectives.Insight Alliance specializes in providing financial strategies to families and business owners. The experienced professionals of Insight Alliance offer strategies in the areas of:
✔️ Retirement Planning
✔️ Business Planning
✔️ Asset Protection
✔️ Tax Strategies
✔️ Investment Management
✔️ Estate Planning
✔️ Risk Management
For more information about our firm please visit www.InsightAlliance.com or call 615-902-3648
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 5040 Roswell Road Atlanta, GA 30342. 404-260-1600. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a direct, wholly-owned subsidiary of Guardian. Insight Alliance is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License #0G76338, AR Insurance License #8816141, 2024-172903 Exp 4/26
https://www.guardianlife.com/disclosures
Education
Harding University, Bachelor of Arts (B.A.)
Hobbies and Interests
- Church
- Family
- Music
- Traveling
- Volunteering
SEC Lookup
View DisclosureFINRA Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- College Graduates
- Couples
- Families
- Young Families
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