Tina Vieregg (BFA™, CFP®)

Tina Vieregg focuses in the
following client markets or areas of practice:

  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Investment Advice without Ongoing Management
  • Retirement Planning & Distribution Rules
  • Socially Responsible Investments
  • Tax Planning

NAPFA Start Date

August 19, 2021

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This Office

8880 Rio San Diego Dr Ste 1150 San Diego, CA 92108-1690 Phone: (619) 298-3993 Fax: (619) 298-1976