

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.