Tina Piotrowicz is a Certified Retirement Counselor®, who is fiercely committed to guiding single and married, professional women, as well as retirees and pre-retirees who are ready to gain control of their financial situation. Who, also, want to be assured they will not run out of money and become homeless and instead, live comfortably now and in retirement.
If you are looking for a proven professional who can guide you to address these and other financial concerns, you’ve come to the right place. With over 18 years of experience working with amazing clients with similar worries and concerns and guiding them to achieve remarkable success, Tina’s mission and commitment are to understand your situation and put you at ease knowing you are talking with a caring and compassionate adviser.
Tina is Life, Health, and Variable Annuity licensed in the states of PA, NY, OH, VA and is a Registered Representative holding the Series 6, 63, and Series 7 Securities licenses in those states. Tina’s skills also include over 25 years of income tax preparation of which this expertise is applied to clients’ financial planning where applicable.
Getting to know Tina
I have lived in the Erie area my entire life. My husband, Dave and I, have been married since 1978, and have two adult children and two grandsons. Together, we have experienced many of life’s adventures. One of them surrounded medical issues. Several years ago, my husband was diagnosed with heart disease. It soon became apparent he would need a heart transplant. Since that miracle, we have been paying it forward by being volunteers with CORE – Center for Organ Recovery and Education. Another organization that is dear to us is the Cursillo Movement of the Diocese of Erie.
This is a Christian organization aimed at enriching a person’s faith life. Our warm weather is a few short months so we enjoy many outdoor concerts on Presque Isle beaches and the City of Erie bay, and walk along numerous trails in our area. I was born into this world weighing 2 lbs, 7 oz, at a time when NICUs didn’t exist. I have persevered through life’s challenges and I will help you overcome your retirement planning obstacles.
I look forward to working with you and assisting you in making informed decisions for your individual or company retirement plan, the best decision for you or your company and employees.
LICENSES & ACCREDITATIONS
- Certified Financial Planner
- Registered Representative
- Insurance Representative
AREAS OF EXPERTISE
- Retirement Planning
- Asset Management
- Risk Management