As a wealth advisor, I help clients achieve their financial goals with comprehensive financial planning and investment solutions tailored specifically to them. I hold a bachelor's degree in Law and Legal Studies from the University of Arizona, the CERTIFIED FINANCIAL PLANNER™️ designation, and Series 7, 63, and 65. I've also completed the required coursework towards the Accredited Estate Planner (AEP®) designation and continue to work towards fulfilling all remaining requirements. I work with Cerro Pacific Wealth Advisors where I partner with a Senior Wealth Advisor and collectively we have over 45+ years of experience in the financial services industry. Over my tenure in the industry, I have advised high-net-worth individuals, small businesses, and non-profit organizations with their investment management, estate planning, tax planning, and retirement planning. At Cerro Pacific, we are independent advisors, unencumbered by conflicts of interest or the constraints of a large firm, in constant pursuit of helping our clients achieve true financial independence. Our passion lies in helping our clients make educated and confident financial decisions that align with their values and priorities. We bring a collaborative approach that is built on communication and trust. https://calendly.com/tim-cerrowealth/cpwa-strategy-meeting-with-tim-reyna-cpwaCerro Pacific Wealth Advisors is an SEC-registered investment adviser located in California. Advisor and its representatives are in compliance with the current filing requirements imposed upon SEC-registered investment advisers by those states in which Advisor maintains clients. Advisor may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Advisor’s website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Advisor’s website on the Internet should not be construed by any consumer and/or prospective client as Advisor’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any testimonials or endorsements contained on this page or in videos may be given by current clients or non clients and are not paid for. There are no conflicts of interest involved with any of those individuals giving testimonials or endorsements.