In BSW Blog, BSW News, BSW Team

Congratulations to Tina Stenquist on passing her Certified Financial Planner examination! Tina joined the BSW Wealth Partners team in August 2009 as Planning Associate within BSW’s Advisory Group and assists clients with wealth management and long-term financial security matters.

To earn her CFP®, Tina had to successfully complete financial planning coursework; and pass the CFP® Certification Examination; and meet the rigorous experience and ethical requirements of the CFP Board.  Among the areas she studied are the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning.  Amazingly, Tina was able to complete the CFP® process in just eight months — a remarkable feat which required innumerable nights of studying and weekend review sessions! 

Prior to joining BSW, Tina worked in real estate development on both domestic and international projects in Japan and Panama.  Her real estate experience and expertise is a tremendous asset to BSW and Tina particularly enjoys helping BSW clients with significant real estate assets or backgrounds in real estate development.  Tina is also very active with the University of Colorado Real Estate Center and serves on its Sustainable Funding Committee.

Tina’s CFP® success is not the sole reason for celebration, though.  Also in August, Tina was engaged to her longtime beau, Blake Ottersberg!  Our best wishes to Tina and hearty congratulations to Blake!!!

Tina & Blake at BSW's 2009 Holiday Dinner

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