Renee Pepia


Originally from New York, Renee graduated from Manhattan College with a BS in Business Administration (Economics) and began her career in Audit and Risk Consulting, then Compliance support roles in San Diego. In 2010, Renee moved back to the east coast to work directly with clients at Morgan Stanley.

After taking maternity leave, Renee joined The Private Client Advisory Group working directly with Chief Executive Officer, Mark A. Faccone, CFP®CDFA®CFS®.

"My goal was to  work closely with a firm that demonstrated integrity, and the ability to put the client first  and the Private Client Group is everything I have ever admired in a financial planning firm."

Currently, Renee is our Compliance and Administrative manager working towards becoming a CERTIFIED FINANCIAL PLANNER™ practitioner. Renee also holds series 7 and 66 registrations through LPL Financial.

While bringing up three beautiful children with husband Carlo, Renee enjoys spending weekends on DIY projects at their home in Freehold, NJ.

Renee also enjoys cooking, challenging her husband to a tennis match, or exploring nature with their three curious sons. 

Just like friends and family, Renee treats clients with warmth, understanding, and honesty. You will be given the responsiveness and top-level support that you deserve.

"I support clients through all stages of life, with a special sensitivity for women and families in big transitions."

Phone (732) 741-7711
Fax (732) 741-7662
Mobile Phone (917) 453-0942