Renata Carico, CFP®, BFA™
Founder & Owner of Carico Private Wealth Management, LLC
Renata Carico
Founder and Owner, Carico Private Wealth Management, LLC
Behavioral Financial Advisor™ (BFA™)
B.S. Metallurgical & Materials Engineering
"Navigating This Next Chapter Side by Side With You"
Combining Engineering Discipline with Holistic Financial Guidance
Renata Carico is the Founder and Owner of Carico Private Wealth Management, LLC. Her practice is devoted to retirees and those approaching retirement. 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 deep, meaningful client relationships and helping clients actively participate in the financial planning process.
Decades of Leadership in Wealth Advisory
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. Renata departed Charles Schwab to serve the Blu Peak Credit Union and Investment Services as a Financial Advisor while building her own personal practice. Most recently, she served as a Financial Advisor with Pettinelli Financial Partners.
Charles Schwab
Financial Consultant & Financial Advisor
Blu Peak Credit Union
Financial Advisor & Investment Services
Pettinelli Financial
Financial Advisor & Practice Partner
Why Independent Practice?
Why did Renata choose to re-start her practice for her own personal journey as a financial advisor? She felt that running her own practice would allow her the freedom to serve her clients in a more tailored and personalized manner. Renata believes that each client’s situation and needs are unique and that a customized financial plan and investment strategy optimizes her clients’ results.
Academic Rigor & Recognized Credentials
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.
CFP® Designation
CERTIFIED FINANCIAL PLANNER® professional adhering to the highest fiduciary ethics.
BFA™ Designation
Behavioral Financial Advisor™ specialized in aligning emotional values with long-term capital decisions.
Teaching, Family & Personal Passions
A mother of four adult children, Renata is also a fitness enthusiast who enjoys weight training and golfing. She previously taught Personal Financial Planning math classes through the University of California Personal Financial Planning Extension program and uses her teaching skills to educate her clients regarding their financial plans and investments.
Mother of Four
Adult Children
Fitness & Golf
Weight Training & Golfing
UC Extension Lecturer
Financial Math Educator
Renata is supported by Operations & Logistics Director, Christine Thompson.