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Renata C
CFP®, Series 66
Redwood City, CA
Carico Private Wealth Management
Renata Carico is a CFP®-certified financial advisor with 13 years of industry experience. She is the principal at Carico Private Wealth Management, a firm she founded in 2026. Her prior roles include positions at LPL Financial LLC, Stratos Wealth Partners, and Charles Schwab. Outside of her advisory work, she volunteers at Grace Church of the Bay Area, where she assists with balancing the church’s checking account. Carico Private Wealth Management offers fee-only wealth management, portfolio management, financial planning, and tax preparation services to individuals and high-net-worth clients. The firm employs a portfolio construction approach based on Modern Portfolio Theory, combining passive and active strategies and frequently utilizing third-party managers and model portfolios.
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