tina

Tina Florence, CFP®

Partner
916-351-5905
844-351-5905

Tina is based in our Folsom office. Tina brings a fresh perspective to her position as Financial Planner.  She earned both her Bachelor’s degree in Political Science and Master of Public Administration from the University of Utah, and worked for 10 years as a Program Manager in the public sector. 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.  Her goal is to provide professional, objective financial planning services to clients from all walks of life.  She most enjoys identifying solutions and motivating clients to achieve their financial goals. 

Tina has been actively involved in the community through school volunteer positions, the Boy Scouts and the Financial Planning Association. She and her husband have two adult children.