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Tina Meyer, CFP®, RICP®

Client Service Advisor

This Is Why I Do It:

I’m passionate about creating a smooth and positive experience for every client I work with, and I’m proud to be part of a team that values trust, transparency, and genuine connection.

 

Hi, I’m Tina, and I’m a Client Service Advisor here at CorePath Wealth Partners. Originally from Madison Wisconsin, I now call Scottsdale home. Throughout my career, I’ve worked in financial planning and investment management, with a strong focus on delivering exceptional service and building lasting relationships with clients.

I hold both the Certified Financial Planner™ (CFP®) and Retirement Income Certified Professional® (RICP®) designations, which reflect my commitment to providing knowledgeable, personalized guidance. I take pride in supporting clients through every step of their financial journey—whether it’s planning for retirement, navigating life transitions, or simply ensuring they feel heard and cared for.

Likes & Interests

  • The #1 place on my bucket list is Greece.
  • Growing up I wanted to be a professional swimmer.
  • My favorite holiday is Christmas.
  • I am an outdoor adventurer who loves the beach!

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