Broker Check
Randy Whitman, CFP®, ChFC®, CLU®

Randy Whitman, CFP®, ChFC®, CLU®

Randy Whitman, CFP®, ChFC®, CLU®,  is a co-founder of Insight Alliance. Randy is a native of Nashville graduating from Hume-Fogg High School and a graduate of Harding University. Randy uses his unique relational skills to uncover what his clients deeply value and applies a strategic financial process to each person’s life. His clients leave the financial process 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 helps his clients on a variety of financial matters including business and estate planning, tax strategies, and investment planning. Randy develops strategies to lead individuals and families into financial security as efficiently and effectively as possible.

Randy lives in Nashville with his wife Beth and their two daughters Abby and Ainsley. Randy is active in his church community. In his leisure, he enjoys visiting Walt Disney World as often as possible.

His office is located at 109 Westpark Dr. Suite 150, Brentwood, Tennessee 37027.

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), Financial Representative of Guardian, California license #0G76338,  Arkansas License # 8816141. 
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. Guardian, its subsidiaries, agents or employees do not give tax or legal advice. You should consult your tax or legal advisor regarding your individual situation.