With the knowledge that comes with more than 20 years of experience in the financial services industry, Rinaldo—A Certified Financial Planner™ professional and Enrolled Agent—is responsible for overseeing the day-to-day operations of Hendel Wealth Management Group, implementing and streamlining business and service procedures, and advising clients in regard to their financial planning and investment needs.
With access to the financial expertise and offerings of one of the largest independent full-service financial services firms, Raymond James, Rinaldo makes it his priority to guide investors as they navigate the myriad of available investment options with the highest level of service and personal commitment. From financial planning to comprehensive portfolio management, Rinaldo’s recommendations are made solely in the interest of providing the highest value and benefit to his clients, while potentially reducing risk.
Combined with building strong personal relationships, Rinaldo utilizes his knowledge learned from leading organizations and premier professionals in the industry to help clients strive to attain their financial goals each day in a relevant way. Prior to joining Hendel Wealth Management, Rinaldo gained his years of experience at major investment firms including Prudential, Dreyfus, GE Financial Assurance (GEFA), Genworth, Wells Fargo and HSBC.
Rinaldo earned his bachelor’s degree from New York Stern School of Business. In his free time, he takes great pleasure in spending time with his family, skiing, reading, cooking, and coaching his son’s soccer team. Rinaldo is inspired by his family and believes that “when someone tells you it can't be done, it's more a reflection of their limitations, not yours.”
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.