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Tana Victorino, FPQP® (she/her)

Client Service Associate

Before joining the financial world, I spent most of my early career in healthcare administration. I initially explored clinical work before discovering my true passion lies in administrative and client-focused roles. Though healthcare and finance may seem worlds apart, I see a clear connection—both are deeply personal and rely heavily on trust, communication and guidance. 

Growing up as the oldest of six in a large blended family, I often found that conversations about money could be confusing or stressful. This experience made me especially empathetic towards others who may feel overwhelmed by finances. This has shaped my desire to be someone my younger siblings and others can turn to for support or simply a calm presence when things feel uncertain. I believe everyone should have access to financial understanding, no matter their background or experience. 

I am a true Seattleite; I was born and raised in the heart of South Seattle.  I graduated from Seattle University with a B.S. in Psychology and a minor in Biology. I enjoy spending time with my family, close friends and my 15 year old rescue dog, Duke. I am a huge foodie, but also enjoy staying active like playing pickleball with friends. Travel is a huge part of my life as well. Most recently, I went to the Dominican Republic. I hope to travel to Southeast Asia in the coming years.  

Whether I’m helping a client get the answers they need or planning my next big trip, I bring curiosity, care, and a people-first mindset to everything I do!