Tina DelValle, QKA, CPFA

Tina DelValle, QKA, CPFA has over 25 years of experience in the financial services industry. Tina began their career in 1994 at Business & Professional Consulting Services (Companies of Becker & Suffern) as a Senior Retirement Plan Administrator. In 2004, they moved to Hibernia National Bank/Capital One, NA as a Sr. Retirement Plan Administrator. From 2007 to 2015, they worked at Hancock Whitney as a Trust Client Services Manager and a Trust Compliance Officer. From 2015 to 2018, they were the Administrator of The Medical Oncology Group/ Hematology Oncology Partners, where they oversaw 45 direct employees including six physicians. Tina currently works as a Senior Compliance Analyst at Ubiquity Retirement + Savings since 2021. Prior to this, they were a Financial & Retirement Plan Advisor at AVL WealthCare, LLC from 2018 to 2021, where they managed a three-person team with about $150 million of assets under management.

Tina DelValle obtained their Bachelor's degree in Accounting and Finance from Louisiana State University between 1986 and 1990. In 2010, they obtained their CFIRS certification from Cannon Financial Institute. In 2018, they obtained their Series 65 certification from FINRA (Financial Industry Regulatory Authority). In 2019, they obtained their CPFA certification from the National Association of Plan Advisors. In October 2021, they obtained their Qualified 401(k) Administrator (QKA) certification from the American Society of Pension Professionals and Actuaries.