Tammy
Trenta

Family Financial

CRD#2712278
Investment Advisor
in Manhattan Beach, CA

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About this Advisor

Tammy Trenta is a certified financial planner operating in Manhattan Beach, California who has 1 year of relevant experience. Trenta is currently employed by Family Financial. Throughout their career, they have worked at Ep Wealth Advisors, Ff Business Management LLC, Creative Planning, Running Point Capital Advisors, LLC and Ff Advisors, LLC. Trenta holds Series 63 and Series 66 licenses, which qualify them as a securities representative, and can serve investors in California and Texas. Family Financial is a firm based in Manhattan Beach, CA. The investment advisory business has offices in two locations and just three financial advisors. It oversees $128 million in total assets among its 244 customer accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. Of its 244 client accounts, 43% are held by high-net-worth individuals who have more than $1 million in assets. The advisory firm offers a few services, including financial planning services and portfolio management for individuals and small businesses. Financial management fee schedules usually are based on which services the firm provides the client. Fees charged by Family Financial can consist of any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1117 5Th Street Unit D
Manhattan Beach, CA 90266

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Family Financial Brokerage Details

Total Assets Under Management

$127,554,996

CA Average: $7,578,581,321
Total Number of Employees

3

CA Average: 43
Total Number of Accounts

244

CA Average: 3,727
Average Account Size

$522,766

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Tammy Trenta Work History

Tammy has been registered as a financial advisor for 1 years.*

2021 - Present (3 years)

Ff Business Management LLC

2021 - Present (3 years)

Ff Advisors, LLC

2020 - 2021 (1 year)

Running Point Capital Advisors, LLC

2016 - 2020 (4 years)

Creative Planning

2011 - 2016 (5 years)

Ep Wealth Advisors

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Tammy Trenta to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Family Financial

Joshua Mudse
Toledo, OH
Joshua Forrester
Cerritos, CA
Tammy Trenta
Manhattan Beach, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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