Timothy J. Reyna,  CFP<sup>&reg;</sup> - Financial Advisor

Timothy J. Reyna, CFP®

Wealth Advisor

Cerro Pacific Wealth Advisors

733 Marsh St, Suite 110
San Luis Obispo, CA 93401-7861
FINANCIAL ADVISOR'S WEBSITE
(805) 457-3306 CONNECT WITH Timothy
  • linkedin link

General

Timothy Reyna is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Cerro Pacific Wealth Advisors in San Luis Obispo, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Getting Divorced, Mutual Funds, Getting Married, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Starting a Family, Succession Planning, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Women's Finances

More

Helpful Financial Planning Resources