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Marena Tufenkjian, CFP®, CRPS®

Wealth Management Advisor - U.S. Bancorp Advisors

Professional designations, credentials and licenses
California Insurance License 0E24322
Ohio Insurance License 1312508
headshot of Marena Tufenkjian
Clients I specialize in: Business owners, Executives, Established investors

It is my pleasure to serve the financial needs of people in the San Diego County and Inland Empire areas. My experience in the financial industry started in 1996 and I became a Wealth Management Advisor in 2005.

I want to make managing your finances as easy as possible for you. As your financial advisor, I will partner with a Wealth Management Banker from our affiliate U.S. Bank to bring you a holistic approach to your wealth management needs. We will collaborate to understand your financial situation and develop personalized strategies to help you work toward your financial goals.

Outside of work, I volunteer with a local Armenian non-profit organization. In my free time, I enjoy spending quality time with my husband, and our son and daughter. We like to stay active, whether by taking long walks with our dog or making new memories experiencing the beautiful city of San Diego.

Services I specialize in

Investing in IRAs, rolling over a 401(k), and maximizing income sources like Social Security and annuities are among the strategies we’ll help you consider as you plan for life when you’re no longer working.

From starting conversations with key stakeholders to determining the best structure for a potential sale or transition, we help business owners create a personalized business succession plan.

Whatever type of investor you are – conservative or more aggressive, experienced or just getting started – a clear investment plan can provide a path forward toward the future you want.

Along with your legal and tax advisors we’ll help you consider the right type of trust for your needs, the optimal location for it and other elements of a forward-looking strategy to provide for your loved ones.

Contact
858-720-1596

Additional information on licensed advisors can be found at FINRA BrokerCheck.

Primary office
2830 Via De La Valle
Del Mar, CA, 92014
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Skills
Bachelor of Science in Economics from San Diego State University

About Wealth Management from U.S. Bank and U.S. Bancorp Advisors

Our integrated wealth management approach gives you access to a dedicated advisor, backed by a team of specialists. We offer financial strategies to individuals and families across a wide range of wealth levels. Our U.S. Bank specialists offer banking, trust and investment support while our U.S. Bancorp Advisors professionals focus on investments, planning and insurance.

Explore our news and insights

Market news

Stay on top of the changing U.S. and global markets with our market news page. Dive deeper with our daily market analysis, volatility updates and frequent market teleconferences with U.S. Bank investment experts.

Investing insights

Are you a beginning investor wondering where to start? Even if sometimes confusing, the average investor can grow and preserve wealth by taking advantage of a number of investment strategies. While you can't predict what the markets will do next you can take some basic investing steps to ensure you're investing wisely.

Cash management and investing strategies when interest rates are changing

A fresh look at managing cash and investments in today’s changing interest rate environment.

FAQ

The role of a financial advisor can go beyond investment planning. An advisor can also provide guidance for key moments throughout your life. Perhaps your finances have gotten more complex, and you’d like help creating or adjusting your wealth plan. You may be worried how market changes are affecting your investments. Or you’re experiencing a major life event, such as:

  • Getting married or divorced
  • Having a child
  • Starting a new career
  • Receiving an inheritance
  • Buying a house
  • Nearing retirement

An advisor can help you objectively assess where you are financially and how to prepare for the future as you work toward your goals.

Your advisor will ask about your goals and priorities – where you’re at today, financially, and where you'd like to go. But the main topic of conversation will be whatever’s on your mind. You can discuss how you and your advisor will work together, what you can expect from your advisor, any costs if you decide to move forward, and next steps. You’ll have plenty of time to ask questions, to help you decide if the relationship is the right fit.

Our guide helps you prepare with key questions to ask and a checklist of what to bring, ensuring you start your advisory relationship with clarity.

No, your initial consultation is free.

We’ll confirm with you what materials, such as recent bank and financial statements, may be helpful for understanding your financial picture. But it’s your choice what to bring. To help you decide – and to ensure you get the most out of the conversation with your advisor – consider the following before the meeting:

  • What are your most important financial goals?
  • What concerns you about your finances?
  • Did you recently experience a major life event?

We’re happy to meet with you virtually or in person. It’s up to you.