Tim Reyna
Wealth Advisor at Cerro Pacific Wealth Advisors | San Luis Obispo, California, United States
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Wealth Advisor at Cerro Pacific Wealth Advisors in March 2024 to Present
Chief Compliance Officer at Cerro Pacific Wealth Advisors in September 2024 to Present
Wealth Advisor at Charles Schwab in June 2023 to March 2024
Associate Wealth Advisor at Charles Schwab in February 2022 to June 2023
Associate Private Client Advisor at Charles Schwab in August 2021 to February 2022
High Net Worth Representative - Schwab Trading Services at Charles Schwab in November 2020 to July 2021
Financial Services Professional at Charles Schwab in June 2019 to November 2020
Student Lead: Eviction Research Project (National Science Foundation) at University of Arizona in August 2018 to June 2019
Student Coordinator - Intramural Sports at University of Arizona Campus Recreation Department in August 2016 to July 2018
Vice President of Finance at Zeta Psi Fraternity, Inc. - Beta Delta Chapter in January 2017 to December 2017
Undergraduate Research Assistant at University of Arizona Department of Chemistry & Biochemistry in May 2016 to May 2017
Intramural Sport Supervisor at University of Arizona in January 2015 to July 2016
AppleCare at Home Advisor at Apple in May 2015 to December 2015
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University of Arizona, Bachelor’s Degree, October 2026
The American College of Financial Services, October 2026
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Estate Planning
Fiduciary
Financial Advisory
FINRA
Fixed-Income Investing
Equities
Portfolio Management
Investments
Series 7
Wealth Management Services
Communication
Relationship Building
Certified Financial Planner
Interpersonal Skills
Oral Communication
Equity Trading
Trading Strategies
Derivatives Trading
Day Trading
Tax Planning
Education Planning
Charitable Giving
Risk Management
Retirement Income Strategies
Retirement Planning
Investment Management
Financial Planning
Conflict Resolution
Customer Service
Time Management
Public Speaking
Coordinating Schedules
Microsoft Excel
PowerPoint
Leadership
Technical Support
Microsoft Office
Microsoft Word
Computer Literacy
Intrapersonal Skills
Interpersonal Communication
Research
Data Analysis
Management
Teamwork
Legal Research
Due Diligence
Multitasking
Legal Writing
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Discover more about Cerro Pacific Wealth AdvisorsWhat is Tim Reyna email address?
Email Tim Reyna at [email protected]. This email is the most updated Tim Reyna's email found in 2026.
What is Tim Reyna phone number?
Tim Reyna phone number is 5202801659.
How to contact Tim Reyna?
To contact Tim Reyna send an email to [email protected]. If you want to call Tim Reyna try calling on 5202801659. (updated on October 16, 2025)
What company does Tim Reyna work for?
Tim Reyna works for Cerro Pacific Wealth Advisors
What is Tim Reyna's role at Cerro Pacific Wealth Advisors?
Tim Reyna is Wealth Advisor
What industry does Tim Reyna work in?
Tim Reyna works in the Financial Services industry.
Tim Reyna Email Addresses
Tim Reyna Phone Numbers
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