Specialized Planning Associate
As a dedicated Specialized Planning Associate at BFG, Renata plays a key role collaborating with advisors and their clients to provide comprehensive financial planning projections and analyses. Beyond regular account creation and maintenance, she provides personalized attention and unique solutions to clients. Renata’s strong background in customer service and project coordination enables her to deliver an exceptional experience for our clients.
Renata holds a degree in Marketing from North Central University. When away from the office, you’ll find Renata on the golf course, hiking, traveling, watching true crime and strength training.