Timothy Reyna is a financial professional dedicated to guiding individuals towards financial success.

Tim graduated from the University of Arizona where he earned a degree in Law and Legal Studies before embarking on what has become a rewarding career in the financial services industry. Having earned the prestigious Certified Financial Planner™ certificate in 2022, demonstrating his commitment to excellence in wealth management.

Prior to joining Cerro Pacific Wealth Advisors, Tim garnered extensive experience as a Wealth Advisor for Charles Schwab, where he assisted clients in navigating a diverse range of wealth management topics. From investment strategies to retirement planning, Tim's guidance is characterized by his dedication to understanding each client's unique financial goals and crafting tailored solutions to meet their needs.

“My favorite aspect of the job is the relationships we build with our clients.  As an advocate for my clients, I emphasize the importance of the lifelong effort they've invested in building their financial security. I find fulfillment in guiding them toward understanding how to effectively enjoy and utilize their wealth during retirement, ensuring they can experience the fruits of their labor with peace of mind and fulfillment.”

Originally from Arizona, Tim and McKenzie have embraced a new chapter in San Luis Obispo, where they continue to build their lives together. Committed to giving back, Tim has actively supported Junior Achievement of Arizona, a charity close to his heart, dedicated to empowering youth with essential financial literacy and entrepreneurial skills. “Growing up in a Hispanic household, talking about finances and money was sort of a taboo topic per say. As I entered university and then the workforce, I was quick to notice my lack of financial literacy put me at a disadvantage. As I worked to close this gap, I realized I was now in a position to help others and provide financial literacy access to youth in my community.” Tim looks forward to working alongside Junior Achievement chapters in his new community.

With his comprehensive knowledge, unwavering dedication, and passion for making a difference, Tim epitomizes excellence in both his professional and personal endeavors.

fun facts

  • Tim holds his regional referee soccer license having officiated many matches for youth, collegiate, and professional soccer leagues.
  • Tim’s primary hobbies entail golfing, running, and exploring new culinary recipes/experiences with his wife McKenzie.
  • Most of Tim’s childhood was spent hiking, camping, and exploring the outdoors with his Boy Scout troop, which led to him earning the rank of Eagle Scout in 2014
  • Tim is proud to state he is the first college graduate in his family