Callie Renner
Occupation Wealth Advisor at Beacon Pointe Advisors
Callie is a wealth advisor at Beacon Pointe Advisors, 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 resides in San Diego, CA, and enjoys hiking, snowboarding, and spending time with her family.
