Tina Puma

Tina Puma joined WealthScorz Financial Group as the Director of Client Services responsible for ensuring that our clients receive world-class treatment. She came to WealthScorz as a retired Assistant Principal of Special Education with a 14 -year tenure of instructing, managing educational professionals, and reporting on specialized services at a nationally recognized charter school in Newark, NJ.  She earned her M. Ed. from the University of Nevada, Las Vegas and was honored as a member of the Phi Kappa Phi Honor Society Association because of her outstanding academic achievements.  

As the Client Service Director, Tina oversees the Client Service team, documents training standards, and analyzes organization processes to improve quality and productivity. Additionally, Tina works directly with our advisors to provide personalized plans to our clients.  She supports our team as the point person for money movement and meeting preparation. Her goal is to provide the best possible experience for our clients. 

Tina was born and raised in New York where she grew up immersed in the life of a performer, dancing competitively through her college years.  Tina, her husband Todd, and daughter Victoria love to travel and experience new cultures all over the globe.  Tina is glad to be an integral part of the WealthScorz team and believes that all clients deserve a world-class experience.