Meet the Team
The people behind Carico Private Wealth Management—devoted to retirees and those approaching retirement.
Renata Carico
CFP®, BFA™As the Founder & Owner of Carico Private Wealth Management, Renata has devoted her practice to retirees and those approaching retirement. Her approach is rooted in the belief that this chapter is about more than accounts—it is about your lifestyle, your family and friends, and the people who depend on you.
Through personalized, concierge planning, Renata helps you navigate an ever-changing world while maintaining the life you have built, with every strategy tailored to what matters most in this next chapter.
Christine Thompson
Operations & Logistics Director
Christine Thompson brings a thoughtful, highly organized approach to helping clients navigate one of life's most important transitions. With more than 25 years of client experience—and a background in real estate, direct marketing, and client communications—she coordinates the people, information, scheduling, and behind-the-scenes details that keep the client experience organized, precise, and personal.