Tina has over 35 years of experience helping clients achieve their retirement dreams. While her main focus is retirement planning, she also has extensive knowledge of tax, estate, and investment planning. Tina's approach focuses on the individual's needs, recognizing that each person is different while ensuring every client receives the retirement solution they deserve. She holds the CERTIFIED FINANCIAL PLANNER® certification and is also an Enrolled Agent.
Tina was raised in San Diego and attended University of San Diego High School. She graduated from the University of California San Diego with a BA in management science (quantitative economics) and earned an MBA from the University of Phoenix.
Tina serves as Secretary on The Thumbprint Project Foundation Board. Their mission is to bring awareness about childhood domestic violence in order to protect future generations. Tina is also a member of Soroptimists International La Jolla and serves on their investment committee. Their mission is to provide women and girls with access to the education and training they need to achieve economic empowerment.
Tina enjoys traveling. Her favorite vacation destinations are anywhere in Hawaii and Nashville, TN. Tina's family has enjoyed traveling in the United States, Canada, Europe, Tunisia, and Costa Rica—experiencing new cultures and delicious foods. She lives in University City with her husband, Jeff, and doggos, Kloe and Seymour (see below).
CA Insurance Lic. 0784235
2014-2020, 2022-2026 Five Star Wealth Manager Award, created by Five Star Professional. This award was issued on 12/01/2025 by Five Star Professional (FSP) for the time period 02/12/2025 through 08/01/2025. 2663 San Diego-area wealth managers were considered for the award; 187 (7 % of candidates) were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor's future performance. You experience may vary.