Tina Pena is a Financial Advisor with two decades of experience, helping individuals, families, and business owners navigate complex financial decisions with confidence. She specializes in comprehensive wealth management, retirement planning, investment management, and multigenerational wealth strategies, building long-term relationships centered on trust, personalized advice, and exceptional client service. Tina has been recognized as a 2025 Platinum Council Advisor. *

Tina holds the Accredited Behavioral Finance Professional® (ABFP®) designation, earned in 2024, which she believes has strengthened the way she guides clients, by incorporating the behavioral and emotional factors that influence financial decision-making.

She is a proud mom of four young children and has been blessed to share her life with her husband since 2005. Together, they have navigated many of the same milestones, challenges and dreams that many of her clients experience, from raising a family and planning for the future to balancing competing priorities along the way. Those experiences have shaped not only who she is personally but also influences how she endeavors to serve her clients, with empathy, perspective and care.

Tina endeavors to serve a diverse range of families, professionals, and business owners, helping them navigate both opportunities and challenges with clarity and confidence.  She is passionate about guiding clients through market changes, life transitions and the moments that matter. Tina strives to bring a steady hand, thoughtful advice and a personal touch to every relationship. Her goal is for each client to feel heard, supported and confident, helping them to know every decision they make together is grounded in both expertise and what matters most to them.



*The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by business production from the previous year and professionalism.