Tina Vieregg, CFP®, BFA™
ADVISOR
Tina began her career in the investment industry as a Registered Financial Advisor at Morgan Stanley and later as an Investment Analyst for a large Registered Investment Advisor, where she also served on the firm’s Investment committee. In these roles, she contributed to portfolio strategy development and helped lead initiatives focused on investment due diligence, manager selection and competitive analysis.
Recognizing the growing importance of comprehensive financial planning in driving client success, Tina joined a leading fintech firm, where she partnered with financial advisors nationwide to implement best practices for building sophisticated financial plans. During this time, she developed deep expertise in the industry’s leading financial planning technologies.
After earning her CERTIFIED FINANCIAL PLANNER® designation in 2019, Tina transitioned to serving clients directly, providing integrated investment management and financial planning advice designed to help individuals and families achieve their personal goals with clarity and confidence.
Tina holds a Master of Science in Financial and Tax Planning and a Bachelor of Science in Finance. In addition to being a CFP® professional, she has earned the Behavioral Financial Advisor designation.
Active in professional organizations and recognized for her impact on clients and her community, Tina remains committed to continuous learning, meaningful service and sharing her expertise with others. Her affiliations and recognitions include:
“the most important piece of advice is start saving and investing early and often. it’s never too early to start.”
In her free time, Tina enjoys spending quality time with her husband, Dave, and their two adult daughters, Hanna and Sara. She has a love for skiing and boating and is an active member of San Diego Yacht Club. Tina and her family also share a passion for golf, travel and staying active together.
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