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RIA / WealthAdvisorCertified Financial Planner30 years in industry

TAMMY ANNE TRENTA

Advisor at FAMILY FINANCIAL

MANHATTAN BEACH, CA

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Search this name across graphsid dfx:ria:790f2fc0-2423-4e53-23e3-053fc02ee6cf

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:07 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 1
On other graphs: 0
Observed: Feb 3, 2003 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: FAMILY FINANCIAL
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 18, 1996earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 8
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S63|S66
First exam: Apr 18, 1996
First registration: Feb 3, 2003
Dual registered: no
Other names: TAMMY Anne TRENTA|TAMMY Anne TRENTA|TAMMY A TRENTA
IAPD individual key: 2712278

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
FAMILY FINANCIAL	Independent wealth	Dec 9, 2022	n/a	yes	MANHATTAN BEACH, CA	Current employment
RUNNING POINT CAPITAL ADVISORS LLC	Former SEC adviser	Sep 25, 2020	Jan 3, 2022	no	El Segundo, CA	Previous registration
CREATIVE PLANNING	Independent wealth	May 17, 2016	Sep 16, 2020	no	Beverly Hills, CA\|OVERLAND PARK, KS\|MANHATTAN BEACH, CA	Previous registration
EP WEALTH ADVISORS	Independent wealth	May 27, 2011	Jun 2, 2016	no	TORRANCE, CA	Previous registration
CORE FINANCIAL	Independent wealth	Oct 26, 2010	May 13, 2011	no	VENICE, CA	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Apr 15, 2009	Oct 12, 2010	no	VENICE, CA	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Feb 25, 2009	Apr 3, 2009	no	MINNEAPOLIS, MN	Previous registration
A. G. EDWARDS & SONS, INC.	n/a	Apr 2, 2004	Mar 26, 2007	no	ST. LOUIS, MO\|BEVERLY HILLS, CA\|ST. LOUIS, MO	Previous registration
WELLS FARGO INVESTMENTS, LLC	n/a	Feb 3, 2003	Feb 20, 2004	no	BEVERLY HILLS, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
RUNNING POINT CAPITAL ADVISORS LLC	FAMILY FINANCIAL	Jan 3, 2022	Dec 9, 2022	340	Firm change	RIA to RIA
CREATIVE PLANNING	RUNNING POINT CAPITAL ADVISORS LLC	Sep 16, 2020	Sep 25, 2020	9	Firm change	RIA to RIA
EP WEALTH ADVISORS	CREATIVE PLANNING	Jun 2, 2016	May 17, 2016	-16	Firm change	Other
CORE FINANCIAL	EP WEALTH ADVISORS	May 13, 2011	May 27, 2011	14	Firm change	Other
AMERIPRISE FINANCIAL SERVICES, LLC	CORE FINANCIAL	Oct 12, 2010	Oct 26, 2010	14	Firm change	Other
A. G. EDWARDS & SONS, INC.	AMERIPRISE FINANCIAL SERVICES, LLC	Mar 26, 2007	Feb 25, 2009	702	Firm change after gap	Other
WELLS FARGO INVESTMENTS, LLC	A. G. EDWARDS & SONS, INC.	Feb 20, 2004	Apr 2, 2004	42	Firm change	Other

Relationships

Registered with (8)

→ FAMILY FINANCIALRegistered adviserregistration: current employment
Dec 9, 2022 to presentfactForm ADV
→ RUNNING POINT CAPITAL ADVISORS LLCRegistered adviserregistration: previous registration
Sep 25, 2020 to Jan 3, 2022factForm ADV
→ CREATIVE PLANNINGRegistered adviserregistration: previous registration
May 17, 2016 to Sep 16, 2020factForm ADV
→ EP WEALTH ADVISORSRegistered adviserregistration: previous registration
May 27, 2011 to Jun 2, 2016factForm ADV
→ CORE FINANCIALRegistered adviserregistration: previous registration
Oct 26, 2010 to May 13, 2011factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Apr 15, 2009 to Oct 12, 2010factForm ADV
→ A. G. EDWARDS & SONS, INC.Registered adviserregistration: previous registration
Apr 2, 2004 to Mar 26, 2007factForm ADV
→ WELLS FARGO INVESTMENTS, LLCRegistered adviserregistration: previous registration
Feb 3, 2003 to Feb 20, 2004factForm ADV

Dated events

Occurred
Jan 3, 2022
Advisor changed firm
Tammy Anne Trenta left Running Point Capital Advisors Llc for Family Financial (registered 2022-12-09)
Form ADVobserved 4 days ago