Chiara Sockel Renningerage 38

Wealth strategist and partner, Herbein Wealth Management

I am a Leader

40 Under 40
40 Under 40

I am a Leader

40 Under 40
Leaders

I am a Trailblazer

Trail Blazers

I am an Entrepreneur

40 Under 40
Entrepreneurs

I am a Visionary

40 Under 40
Visionaries

I am an Idealist

40 Under 40
Idealists

Meet the Leaders

Whether in their own firms or in their communities, these young people are leading the charge toward innovation in financial planning, bringing new opportunities to advisers and clients alike. Here, they share the best leadership advice they’ve received in their careers.

Meet the Trailblazers

This group doesn’t subscribe to groupthink. They are spearheading new ways of practicing and delivering financial advice — in some cases reaching populations previously considered unprofitable to serve. We ask them about the most unique and unusual ideas they’ve had.

Meet the Entrepreneurs

In addition to helping clients reach their financial goals, some in the advice industry face the challenge of running a business or a team. Others have started companies to support this pursuit. These young people are flourishing amid the balancing act — and some got an early start.

Meet the Visionaries

It’s not about what is, but what will be — and what can be — the future of the financial planning industry for this group of forward-looking advisers, educators and executives. Their insights pull the rest of the profession into the next stratum.

Meet the Idealists

Life experiences shape our ideals, especially for these young professionals who see challenges in the advice industry and the world — and set out to meet them. They also have words of wisdom for the next generation.

About Chiara

Chiara Sockel Renninger believes that starting her career at an independent broker-dealer confirms that she is exactly where she belongs.

After two years with Cadaret Grant & Co., "I realized that I wanted to do something that was more planning-oriented, rather than just make the sale," Ms. Renninger said.

She said that she "loves the investment philosophy we have at Herbein that involves putting clients first. That makes me a lifer here."

Ms. Renninger, who was a star basketball player at Bucknell University, seems to bring a team approach to everything she does.

At Herbein Wealth Management — where she started as an associate in 2003 and became a partner in 2012 — she has assumed responsibility for marketing and business development.

Her leadership tendencies also are illustrated in the women's giving circle she organized in Berks County, Pa.

"I was born and raised here, and I realized I didn't really know anything about the needs of the people in the county," Ms. Renninger said.

The group, "The Power of the Purse," is made up of women who donate between $500 and $1,000 annually to a fund that is distributed to local charities.

"The power comes from women coming together," she said. "Our mission is to give back to women and children in Berks County, and to remove barriers that are preventing women from participating in the workforce."

— Jeff Benjamin

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Fast Facts

  • As a point guard on the Bucknell University women's basketball team, she set a school record for three-point baskets
  • Guilty pleasure: Dusty road sundae with extra hot fudge
  • Best career advice received: Surround yourself with a strong team, and don't be afraid to delegate