Tina Vieregg, CFP®, BFA™


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 PLANNER™ designation in 2019, she began serving clients directly with investment and financial planning advice to achieve their personal goals and objectives.

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


“the most important piece of advice is start saving and investing early and often. it’s never too early to start.”

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.

Blogs by Tina
Retirement Planning with Purpose and Fulfillment in Mind

Your wealth and ability to manage your finances play a significant role in your confidence as you transition through different stages of life, and in…

Candid moment of a retirement-aged couple laughing and walking arm-in-arm outdoors, enjoying their retirement in San Diego, California. A Guide to Comprehensive Retirement Planning

A comprehensive retirement plan includes the financial and mental preparation required to fulfill your post-career life. However, to achieve the retirement you imagine, you must…

Financial Tips for the Great Resignation

“The Great Resignation,” also known as “The Big Quit,” is a phenomenon that has many workers resigning from their jobs after months of being at…

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