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 through each stage of life. She partners with individuals and families to create tailored strategies that align their investments and financial planning with their goals and values. Some of her specialties include retirement planning, strategic tax & estate planning, life changes & milestones, values-based & impact investing, education planning, and insurance planning.

Callie holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation, is a Certified Divorce Financial Analyst (CDFA®), and is a Willow-certified Advisor for Women™. She is passionate about empowering women both personally and professionally and is an active member of Beacon Pointe’s Women’s Advisory Institute. With over 12 years of experience in wealth management, Callie has served clients through Beacon Pointe and her previous role at a registered investment advisory firm in Northern New Jersey. She 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.