Commited to Excellence
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Tonya White, MBA, LUTCF, CLTC, CRPC
National Social Security Advisor Certificate Holder
Founder & Financial Advisor
CA Lic 0G88700
Tonya started her career in corporate Human Resources, leaving her role as Vice President of a small, business-to-business tech firm in San Francisco after starting a family. She transitioned to the financial services industry in 2010. Tonya also serves as an Educator & Speaker promoting financial education and awareness. In her private practice, she helps retirees and pre-retirees develop personalized financial strategies unique to their needs.
Tonya partners with her clients to bring harmony and balance to their financial situation – a balance between current lifestyle and future lifestyle. She also looks for a comfortable balance between safe dollars and those that carry risk. She uses a holistic approach that includes identifying unnecessary wealth transfers.
Tonya cares about the individuals and the families she works with and takes to heart their hopes, goals, and dreams for themselves and their family’s financial future. She is a fiduciary and as such, acts in her clients' best interest. She is committed to not only helping her clients grow their wealth, but also looks at ways to preserve and protect their wealth from life’s uncertainties and setbacks.
Tonya transitioned to the financial services industry in 2010 from a career corporate America as a Vice President in Human Resources where she brought a high level of care to the employees and companies she served, and has continued to provide high standards of care and service for her clients. After starting a family, she spent over 15 years as a self-employed business woman and over 10 years volunteering within her community. Tonya leads an active life with her husband and their two sons in Clayton, California.
Harmony Financial Solutions is supported by several back-end offices specializing in specific areas. You can learn more about each overall team at their direct links below....
CSP Financial Group, LLC - Registered Investment Advisory Firm
TLC Insurance Group - National Group Medicare Healthcare Solutions
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