Tina Vieregg, CFP®, BFA™

Advisor

Tina began her investment career as a registered financial advisor for Morgan Stanley and an Investment Analyst for a large registered investment advisor, where she also served as a member of the Investment Committee. She assisted in setting portfolio strategy and helped structure efforts for investment due diligence, selection, and competitive analysis. After realizing financial planning was becoming a prevalent part of client success, Tina worked for a leading Fintech firm assisting financial advisors with best practices for building complex financial plans while obtaining a deep knowledge of the leading industry software. After obtaining her CERTIFIED FINANCIAL PLANNERTM designation in 2019, she began serving clients directly with investment and financial planning advice to achieve their personal goals and objectives. 

Tina holds a bachelor’s degree in finance from Kent State University and is currently pursuing her master’s degree in financial and tax planning from San Diego State University. In addition to being a CFP®, she has obtained her Behavioral Financial Advisor designation.

“Tina’s passion is helping pre-retirees and retirees plan to and through retirement with detailed cash flow and tax planning strategies to help them maximize their capital and realize their personal retirement dreams.”

In her spare time, Tina enjoys hanging out with her husband, Dave and two adult daughters, Hanna and Sara. She also enjoys boating and is a member of San Diego Yacht Club. Playing golf, traveling and staying physically active are also passions for Tina and her family.

Our Team