Renee J. Eick
Financial Paraplanner Qualified Professional (FPQP®)
South Hunterdon Regional High School
Financial Paraplanner Qualified Professional (FPQP™), College of Financial Planning, 2022
Renee started with Crossgate Wealth Advisors in December 2020. She received her Financial Paraplanner Qualified Professional (FPQP®) certification in May 2022. Prior to working at Crossgate Wealth Advisors, Renee worked for several nationally known investment companies. She supports our Wealth Advisors and our clients assisting them with financial planning activities. Renee is responsible for the daily office management and assists with maintaining compliance procedures and records. She enjoys the detail-oriented nature of her position and ensuring that clients have a positive experience every time they call or visit.
Renee is a Jersey girl. She loves the beach, pool, outdoor activities, traveling and spending time with her family, friends and dog.