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Renata Karin Carico LinkedIn
RENATA CARICO, CFP®, a financial advisor at Millar Financial Group, worked in the high tech and medical device industries for about 15 years in various engineering and engineering/operations management roles before pursuing her passion to become a financial advisor. An Illinois native, she earned a bachelor’s degree in Metallurgical Engineering from the University of Illinois, Champaign-Urbana. Upon graduation, she was recruited by a Palo Alto-based high tech firm. She married and had four wonderful children. After her husband’s passing in 2007, she completed the UCSC Extension Personal Financial Planning certificate program. She joined Charles Schwab, working as a vice president and financial consultant, and earned her security and insurance licenses along with a CFP® designation. This year she began at Millar Financial Group, an independent financial advisory firm. Carico enjoys helping clients enhance their financial well-being through overall wealth planning and investment management, utilizing her strong analytical skills, life experiences, and compassionate spirit. She also teaches Extension’s Applied Mathematics for Financial Planning course. She enjoys spending time with her family and friends while living a healthy lifestyle through regular exercise and good nutrition.