Renata Carico is a Financial Advisor with Pettinelli Financial Partners (PFP). In her role at PFP, she combines her financial planning and investment experience, engineering background, and life experiences to help guide clients as they work toward their financial goals. Her focus is on developing meaningful client relationships and helping clients actively participate in the financial planning process.
Renata began her wealth management career as a Financial Consultant and Financial Advisor with Charles Schwab, where she built and managed her client practice with an emphasis on long-term client relationships. Most recently, in addition to building her personal practice, she served as a Financial Advisor with BluPeak Credit Union and Investment Services.
Why did Renata choose PFP for her own personal journey as a financial advisor? She was attracted to the PFP philosophy of working with a collaborative team to support clients and advisors over the long term. Renata values the firm’s philosophy of working with a common purpose to support clients throughout different stages of life. She also mentors newer advisors who seek guidance on building client relationships and navigating planning conversations based on her professional experiences.
Renata graduated from the University of Illinois Urbana-Champaign with a Bachelor of Science degree in Metallurgical and Materials Engineering. She holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation and the Behavioral Financial Advisor™ (BFA™) designation. She also maintains her Series 7 registration held through LPL Financial and Series 66 registration held through LPL Financial and Stratos Wealth Partners.
A mother of four adult children, Renata is also a fitness enthusiast who enjoys weight training, road biking, and hiking. She previously taught Personal Financial Planning math classes through the University of California Personal Financial Planning Extension program and volunteers for the Second Harvest Food Bank.
