Tina Schackman, CFA, CFP

Tina Schackman is a Principal and Senior Retirement Plan Consultant with Benefit Financial Services Group (BFSG) since rejoining the firm in 2019. She originally joined BFSG in 2004 where she served in a variety of roles, including research analyst, investment consultant, compliance officer and retirement plan consultant. In 2011, Tina left BFSG to join Prudential Retirement where she was a Vice President servicing large market corporate clients and later joined the Consultant Relations Team covering the Western US region. Tina graduated from California State University, Fullerton in 1994 with a Bachelor’s Degree in Business Administration with an emphasis in Finance, and received her Master’s Degree in Accounting and Financial Management from Keller Graduate School of Management in 2003. In 2006, Tina earned the CFA (Chartered Financial Analyst) designation and has served on the Board of Directors of the CFA Society Orange County since 2008 as an Officer and Director. She currently leads the Society’s Women in Finance initiative. Tina became a CERTIFIED FINANCIAL PLANNER™ (CFP) professional in 2021. In 2015, Tina became a member and began volunteering with WE Inspire Promote Network (WIPN) and joined the Board in 2021 as the Head of Membership. In 2023, Tina began serving as WIPN’s Treasurer.