"I really wanted to

do something to help people."


Megan Rindskopf

Megan Rindskopf29

Financial adviser, Alpha Financial Advisors

Fast Facts

  • Former job ambitions included running a dance studio.
  • Broke her back as a gymnast in eighth grade.
  • Ideal dinner-party guests: Jesus Christ, Jimmy Fallon and Paul Rudd.

Megan Rindskopf fell in love with the financial advice business during an introduction to financial planning class recommended to her by a career counselor at the University of Georgia. She concluded that her efforts to pursue a degree in physical therapy were not going to work out.

"I realized that the sciences weren't my forte, but I really wanted to do something to help people," she said.

She has been working in fee-only financial advice ever since.

Ms. Rindskopf is also the board president for the south region National Association of Personal Financial Advisors and previously held a board role with the regional NAPFA networking group for young advisers.

She also founded a peer-to-peer networking group to connect advisers, accountants and lawyers in the Charlotte region.

In the beginning of her career, Ms. Rindskopf said she jumped around a lot.

"I think I was lacking a true commitment from a firm to develop me as a professional," she said. "I recommend young professionals look for a firm with a career track."

In addition to developing a specialty in helping review insurance needs, Ms. Rindskopf has spearheaded a young professionals program at her firm, Alpha Financial Advisors, to provide financial advice to other millennials.

Outside of the office, Ms. Rindskopf volunteers at SkillPop, where she teaches budgeting and investing classes in small groups, and she's passionate about getting a financial literacy program together to bring to Charlotte-area youth.

– Liz Skinner


Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.