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 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.
Financial Planning for Business Owners
Running a business means juggling many hats, from leading your team to caring for your loved ones. Beyond numbers, your financial planning decisions shape the…
Retirement Planning for Business Owners
As a business owner, you’ve meticulously planned every aspect of growing your business. However, working with entrepreneurs in San Diego, we’ve found many business owners…
Sailing into Retirement Planning in San Diego
If you have ever been sailing on San Diego Bay, you know how peaceful it can be on the water, with only the wind in…
