Tina Salpietro, FPQP®, CFT-I™

Associate

Pittsburgh

Client Advisory

Biography

Tina is an Associate in the firm’s Pittsburgh office. Prior to her transitioning to a career in wealth management, Tina was a corporate banking underwriter for middle-market and large corporate companies at PNC Bank.

As a financial planning professional, Tina provides technical and administrative client support including data gathering, modeling, case design, scenario building, plan development, and presentation development. She interacts with clients as their advocate in all aspects of the financial planning process. Tina is passionate about helping clients identify unhealthy habits, rooting out triggers, and guiding them toward setting new goals and building healthy money habits.

Education

  • BS in Economics from the University of Richmond

Highlights

  • Financial Paraplanner Qualified Professional (FPQP®)​
  • Certified Financial Therapist-Level I™ Professional (CFT-I™)​

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