The next step you take, will be the last step you take alone.

 

Value statement

My grandparents were immigrants from Sicily and Italy and our strength was built on faith and family.  At a very young age, I was taught integrity above all else.  My husband, children, and grandchildren assure my path is paved with kindness, appreciation, giving and the pursuit of knowledge.  

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One-quarter of U.S. parents don’t think they’ve done a good job preparing their kids to manage money. Help put an end to that trend. Let's connect today to learn about our financial empowerment resources.

Understanding the different types of second opinions - PinnacleCare

Better understand your options for a second opinion on a health care diagnosis. Read more: https://www.pinnaclecare.com/highlights/blog/second-opinions/

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People age 60+ are often targets of financial abuse and report higher financial losses than any other age group. Today is World Elder Abuse Awareness Day. Contact me to learn more about how to support your loved ones. As always, I am here.

Let’s take the next step together

I would value the opportunity to learn more about your financial goals and how I can be of service to you. Please contact me at 651-228-6929, tina.licari@rbc.com, or fill out the form below to schedule a meeting. I look forward to hearing from you.

Meet Tina and Charles

Learn more about us

Tina Licari headshot

Tina Licari, CFP®, CRPC®

Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

651-228-6929
Email | |
image of Charles Athmann

Charles Athmann, APP, CPFA®

Investment Associate

651-228-6948

Seeing opportunity in challenges

Life is unpredictable, so we help you plan for the challenges that come your way. Like in the game of golf, seeing challenges as opportunities and remaining calm under pressure help drive success.

Contact me  to help you see things differently and tee up your financial goals.

Latest Insights

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Exploring fine wine as an investment

Jul 23, 2024 | RBC Wealth Management

Investing in fine wine may be an idea you’re exploring. Learn more about factors to consider in the current Investor’s Edge newsletter.

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