Renae Ransdell, CFP®
Helping people achieve lifelong wealth & happiness | Fiduciary Financial Advisor
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Serving Clients Nationwide
Helping people achieve lifelong wealth & happiness | Fiduciary Financial Advisor
Areas of Focus
- Education Funding
- Employee Benefits
- Equity Compensation Options
- Estate Planning
- Financial Life Planning
- Giving
- Investment Management
- Owning a Business
- Retirement Planning
- Social Security
- Taxes
About Renae Ransdell, CFP®
Renae Ransdell has over 13 years of experience in financial services. She joined Diversified to work closely with clients to help them navigate the numerous life events that can impact their personal and financial goals.Prior to joining Diversified, Renae held roles with a large Registered Investment Advisory firm in Simbury, CT and with an independent investment management firm in Western Massachusetts.
Renae earned a degree in Communications, while on a soccer scholarship from the College of Saint Rose in Albany, New York. She is a CERTIFIED FINANCIAL PLANNER™ professional and holds her Series 7, 63 and 65 Registrations.
Renae is on the board of a local educational foundation and is a member of her local Rotary Club.
She lives in Suffield, CT with her husband Jared, and children Reagan and Jackson.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Primary Location
150 Main St, Northampton, MA 01060
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- One-time Financial Plan
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory conversation. 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
Offers Tax Preparation
Yes
About Diversified, LLC
We help individuals and families build, preserve, and transfer wealth through integrated retirement planning, tax strategy, estate coordination, and investment management.Diversified LLC is a fiduciary financial advisory firm serving clients nationwide with offices across multiple states. Our tax-aware, long-term planning approach is designed to simplify complex financial decisions and guide you confidently through every stage of life.
Our Services
✔️ Financial Planning
Through our streamlined Lifelong Wealth Planning Process, we'll help you uncover and identify what makes you happy so you can set goals and we can plan your finances around what brings you joy.
✔️ Investment Management
Our 6 step Lifelong Investment Philosophy is designed to tailor your investments to your specific financial plan. Our CIO and investment committee is dedicated to your investment strategy from day 1, and they're always available for your questions.
✔️ Comprehensive, Lifelong Guidance
Our goal is to have everything you need under one roof – from your financial advisor, investment manager, tax professionals, estate planners, insurance and mortgage professionals – anyone that would make your life more convenient. If there's something you need to make your life easier, we'll help you get it.
Who We Serve
At Diversified, it's our goal to have everything you need for Lifelong Wealth under one roof - from comprehensive financial planning and investment management, to tax planning and insurance services, at all stages of your life.
▪️ Pre-Retirees or Retirees
▪️ Transitional Life Phases
▪️ Executives & Professionals
▪️ Families & Generational Wealth
▪️ Business Owners
▪️ Nonprofits
Why Diversified
Choosing a financial advisor is likely one of the most important decisions you'll make. At Diversified, we strive to combine fiduciary responsibility, tax-aware planning, and long-term relationship management to help deliver advice built around your life — not a product.
Education
The College of Saint Rose, Bachelor of Arts (B.A.), Communications
Hobbies and Interests
- Family
- Volunteering
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Divorce
- Dual Income Family
- Entrepreneurs
- Families
- Gen X
- Intergenerational Families
- Living in Retirement
- Parents
- Private Foundations & Organizations
- Widow
- Young Families
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