Years of experience and a daily commitment to you
Pat is the founder and president of The Renn Wealth Management Group, and has more than 35 years of experience in the financial services industry.
As a Certified Financial Planner™ practitioner for more than four decades, Pat has been dedicated to helping his clients pursue their financial goals by guiding them through the detailed planning process set forth by the CFP Board of Standards. He adheres to the CFP Board’s code of ethics for integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence.
As a Chartered Life Underwriter since 1975, Pat also understands the important roles that life insurance and estate planning play in the lives of his clients. Pat is the author of the best-selling book “Finding Your Money’s Greater Purpose: How to Make Your Legacy Count” and has appeared on Fox, ABC and CNN as a financial educator and speaker.
Pat finds great fulfillment in being able to serve people, their families, their charities and their communities in a positive and lasting way. He enjoys helping high-net-worth business owners and professionals leave a lasting legacy by making the most of charitable giving.
Before establishing The Renn Wealth Management Group in 2000, Pat served as vice president of Consolidated Planning Corporation in Atlanta. He holds a bachelor’s degree in business administration from Villanova University and an MBA from Loyola College. In addition, he holds the Advanced Pension Planning certificate from The American College, and the Investment Management Consultant designation from Raymond James Institute.
Pat has a long history of serving on the boards of professional, community and charitable organizations. He has served as president of the Financial Planning Association’s Georgia chapter and the Atlanta Midtown Rotary Club. He has been on the board of the Society of Financial Service Professionals’ Georgia chapter, the Georgia Planned Giving Council, The Schenck School, and Special Olympics Georgia. He also served as a board member and endowment chair of Holy Innocents’ Episcopal School, and as junior warden and endowment chair of the Cathedral of St. Philip. He is a member of the Atlanta Estate Planning Council and the endowment chair of the Alliance for Christian Media.
Pat began his life in Kavalla, Greece, where he lived until the age of 10. Today, he lives in Atlanta with his wife, Suzi. They have two grown sons. In his free time, Pat’s leisurely pursuits include travel, golf, fly fishing and wing shooting.
Raymond James is not affiliated with Pat's book or any organizations mentioned.
The Investment Management Consultant designation is awarded to those who complete the Raymond James Institute of Investment Management Consulting program.
CFP® | Certified Financial Planner™ |
Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.