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Tina Schackman, CFA®, CFP®

Tina Schackman, CFA®, CFP®

Advisory Board Member

Tina Schackman, CFA®, CFP®

Principal | Senior Retirement Plan Consultant

Benefit Financial Services Group (BFSG)

Tina re-joined Benefit Financial Services Group in 2019 after spending 7 years with Prudential Retirement as a Vice President, Consultant Relations where she was responsible for managing the firm’s largest advisory firm relationships in the Western region. Tina was originally with BFSG from 2004 to 2011 and primarily served as an Investment Consultant to a number of corporate and public clients. Tina currently serves as a Principal and Senior Retirement Plan Consultant where she advises on investment strategies, plan design and governance, and provides employee education. Her expansive background in the retirement industry allows Tina to contribute to the firm’s overall vision and best practices.

Tina received her bachelor’s degree in Business Administration with a concentration in Finance from the California State University, Fullerton in 1994. In 2003, she graduated from the Keller Graduate School of Management with a master’s degree in Accounting and Financial Management. Tina has earned the right to use the Chartered Financial Analyst® designation and is also a CERTIFIED FINANCIAL PLANNER™ professional. She is an Investment Advisor Representative of BFSG, LLC.

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