Meet Torrey
Torrey Pine is a Partner and Wealth Advisor who is passionate about helping individuals and families navigate life’s financial decisions with confidence, clarity, and purpose. As a CERTIFIED FINANCIAL PLANNER® professional, Torrey believes wealth planning is about far more than investments alone — it’s about building a meaningful life, creating opportunities for future generations, and serving as a trusted guide through every stage of life.
Known for her warm and approachable personality, Torrey has a natural ability to connect with people from all walks of life. She loves educating clients and helping simplify complex financial concepts, so they feel empowered, informed, and confident in the decisions they make for themselves and their families. Her planning approach is rooted in long-term relationships, thoughtful communication, and truly understanding what matters most to each client.
After completing Level I of the CFA®, she began her career in wealth management as a financial analyst associate, where she built a strong technical foundation in investment analysis and portfolio strategy. While she valued the analytical side of the industry, she quickly realized her true passion was working directly with clients and helping families build comprehensive financial plans centered around their goals, values, and legacy. Today, she works closely with clients on comprehensive wealth management, generational wealth planning, retirement planning, and long-term financial strategies designed to support both current and future generations. She is deeply committed to continuous learning and providing the highest level of care, guidance, and personal service to the families she serves.
Coming from a close-knit family of four, Torrey understands firsthand the importance of strong family relationships, intentional communication, and shared values across generations. She especially enjoys working with families on important conversations surrounding family governance, helping create space for meaningful discussions around their “why,” long-term vision, and the legacy they hope to leave behind. Torrey believes that when families communicate openly and regularly, future generations are better equipped to remain aligned, prepared, and connected.
Outside of the office, Torrey brings the same energy and intentionality to her personal life. She enjoys spending time with loved ones, playing music, staying active, and nurturing her relationship with the Lord. A fifth-generation Arizona native, she feels deeply connected to the Valley and is passionate about making a meaningful difference in the community she calls home.
Torrey Pine is not affiliated with Cetera Wealth Services LLC. Any information provided by this individual is provided entirely on behalf of CWM, LLC and is no way related to Cetera or its registered representatives.
Qualifications
- 5 years financial industry experience
- 2 years with Carson Wealth
- BS Business Administration from Chapman University, with emphases in Finance, Management, and Marketing, along with a Minor in Economics. Graduated Summa Cum Laude.
- CFP®
- Financial Planning Association
- Scottsdale Rising Young Professionals
