Callie Renner, CDFA®, CFP®
Wealth Advisor

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As a Wealth Advisor with Beacon Pointe, Callie’s driving passion is helping clients achieve their financial goals in each stage of life. Callie specializes in working with clients to develop customized strategies for their investments and financial planning needs. Some of her specialties include retirement planning, strategic tax & estate planning, life changes & milestones, values-based & impact investing, education planning, and insurance planning. Callie is a CERTIFIED FINANCIAL PLANNER® (CFP®) and holds the Certified Divorce Financial Analyst (CDFA®) designation. Callie has nearly a decade of experience in the wealth management industry through Beacon Pointe and her previous role at a registered investment advisory firm in Northern New Jersey. Callie earned her B.A. in Economics with a minor in Global Business from Mount Holyoke College, graduating Magna Cum Laude. Outside of the office, Callie enjoys surfing, camping, hiking, and spending time with friends and family.