Tina Florence, CFP®


Tina is based in our Folsom office. She came to a career as a Financial Planner after earning both her Bachelor’s degree in Political Science and Master of Public Administration from the University of Utah, and working 10 years as a Program Manager in the public sector. After many years as a stay-at-home mom, she completed her Personal Financial Planning Certification through UC Davis and has worked as a Financial Planner since 2004. In addition to the CERTIFIED FINANCIAL PLANNER ™ certification and FINRA Securities licenses, Tina is a CA and UT licensed insurance agent.

Tina is committed to the fee based financial planning model and has specialized experience with high-net worth families and the complex financial, legal and personal issues they face. She has been actively involved in the community through various volunteer positions, and the Financial Planning Association. She taught “Financial Planning Basics for Women” workshops in the community, and also holds leadership positions with several private charities. She and her husband raised two adult sons in Folsom.