Renee Pepia, CFP®

Renee D. Pepia, CFP®, Compliance and Operations Manager

Renee is a Certified Financial Planner®, holding the Series 7 with LPL Financial and the Series 66 with The Private Client Advisory Group, LLC. Renee began her career in 2005 after graduating from Manhattan College, starting as a private consultant specializing in internal audit and fraud investigation for large companies. This experience gave her a keen eye for detail and a deep understanding of compliance, which has significantly influenced her approach to client service.

Renee’s background in regulatory compliance has shaped her passionate drive to foster a firm culture where going above and beyond for clients is not just a goal but a standard. Her experiences have instilled in her a commitment to treating each client with the utmost care and respect, as if they were a cherished family member.

Originally a longtime New York City resident, Renee now lives in Freehold, NJ with her family. Beyond her professional life, she is a lifelong tennis enthusiast, having played since the age of 6. She enjoys sharing her passion for tennis with her three sons and husband, promoting an active and healthy lifestyle.
In her role, Renee is dedicated to guiding clients through the financial planning process with a personalized touch, ensuring they feel supported and valued every step of the way. Her extensive experience and genuine commitment make her an essential part of the team, dedicated to creating a smooth and fulfilling journey toward financial well-being for each client.