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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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.

Scaling versus Catalyzing: A Choose-Your-Own-Adventure for Impact Investors | Arabella Advisors

Have you customized your plan for higher-caliber impact investing? Learn some options here: https://www.arabellaadvisors.com/blog/scaling-versus-catalyzing-a-choose-your-own-adventure-for-impact-investors/

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Health Insights: Navigating Trending Healthcare Topics

Ease the stress of emergency medical treatments, especially while away from home, with these tips. https://www.pinnaclecare.com/highlights/blog/emergency-room-tips/

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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, 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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Redder: Updating our U.S. Recession Scorecard

Jun 13, 2024 | Jim Allworth

Midway through 2024, changes in our U.S. Recession Scorecard signal rising economic risks for equity investors in the second half of the year.

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