A lifetime of experience and commitment to helping others craft their legacy and give back.
Patrick Renn is the president and founder of Renn Wealth Management. With 40 years of experience in the financial services industry, Pat has long been a CERTIFIED FINANCIAL PLANNER™ and is dedicated to helping his clients pursue their financial goals in accordance with the standards of this certification. He adheres to the CFP® Board of Standard’s code of ethics for integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence. Patrick has also been a Chartered Life Underwriter since 1975 and understands the important roles that life insurance and estate planning play in the lives of his clients. Before establishing The Renn Wealth Management Group in 2000, Patrick 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. Patrick has a long history of serving on the boards of professional, community and charitable organizations. He is the former president of both the Georgia Society of the Institute of Certified Financial Planners and the Georgia chapter of the International Association for Financial Planning. He is also a member of the Society of Financial Services Professionals, the Atlanta Estate Planning Council and the Georgia Planned Giving Council. Patrick lives in the Atlanta area with his wife, Suzi, and they have two grown sons. In his leisure time, he enjoys traveling, golfing, fly-fishing and wing shooting.
Passion For Purpose
Patrick Renn knows the overwhelming positive effects that philanthropy can have, both on the organization receiving the donation and on the donor themselves.
Focused Client Advocates
For years, Patrick has worked to incorporate charitable giving into his clients’ estate plans in order to give back to society, balance inheritances, and minimize taxes.
Award- Winning Expert
Now an expert on philanthropic planning, Patrick is equipped with all tools you need to find your money’s greater purpose and make a plan to leave your mark on the community.
Start Planning Your Legacy
Patrick and his team can help design a charitable giving plan for you that may include a charitable gift annuity, charitable trust, donor advised fund, private family foundation, community foundation, or outright gift.