Callie Renner, CDFA®, CFP®
Wealth Advisor

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Callie is responsible for partnering with Beacon Pointe’s investment and financial planning teams to deliver the firm’s clients a personalized wealth management experience. Her primary responsibilities include analyzing client financial pictures and preparing analyses and recommendations. Previously, Callie was an Economic Research Associate at a registered investment advisory firm in northern New Jersey, where she provided macroeconomic research to clients and traded in investment portfolios. Callie is a CERTIFIED FINANCIAL PLANNER™ and earned her B.A. in Economics with a minor in Global Business from Mount Holyoke College, graduating Magna Cum Laude. Callie also holds the Certified Divorce Financial Analyst designation. Callie resides in San Diego, CA, and enjoys hiking, snowboarding, and spending time with her family.