Callie Renner
Wealth Advisor @Beacon Pointe
Signup · Get unlimited contacts
WORK HISTORY
Wealth Advisor @Beacon Pointe
Beacon Pointe is a registered investment advisory firm that takes a comprehensive approach to helping institutions, retirement-sponsored plans, and high-net-worth individuals and families set and meet their financial goals. We focus on full service financial planning and research driven investments. Through our allWEALTH® approach, we partner with our clients to help them make the most informed decisions possible on any issues related to their wealth and help clients align their wealth to what matters most.
EDUCATION
Charles University
Russian, Central European, East European and Eurasian Studies
College for Financial Planning
Certified Financial Planner Professional Education Program
Mount Holyoke College
Bachelor of Arts (B.A.), Economics, Global Business
ABOUT CALLIE RENNER
I help my clients make the most informed decisions related to their wealth, coordinating all areas of investment management and financial planning to create and implement cohesive life plans for my clients. At Beacon Pointe we have built an incredible process to educate, empower and engage clients in their personal finances so they can build their best lives. Every day I get to have conversations that allow me to help my clients identify their personal values, business interests, goals, and future plans, to align their life and wealth. I am also fortunate to work for a firm that is wholeheartedly dedicated to empowering female investors through our Women’s Advisory Institute (WAI). Through our WAI initiatives, we are committed to a unique and holistic approach to serving the financial needs of women through all life experiences.Some of my specialties include:• Retirement Readiness• Retirement Income• Education Cost Planning • Strategic Tax & Estate Planning • Career & Business Planning • Life Changes & Milestones• Values-Based & Impact InvestingIf you would like to learn more about how we can work together, I would love to connect.
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.