Meridian team profile

Meet Tiffany Delarosa

Tiffany Delarosa headshot

Chief Compliance Officer & Fiduciary Advisor

Fiduciary advisor · CRD 6249204

MVP advisor code: MVP-2

Start with a focused conversation about where you are today, what you want to protect, and which planning step deserves attention next.

Tiffany Delarosa

CRD 6249204

Investment planning and coordination

Insurance review and protection planning

Holistic life planning

Personal values, family milestones, and legacy goals

Planning focus

Focused on investments, insurance, and holistic life planning.

InvestmentsInsuranceLife Planning

Background

As Chief Compliance Officer and a Fiduciary Advisor, Tiffany combines diligence with a deep personal approach to financial guidance. Beyond designing tailored investment strategies, she specializes in crafting comprehensive life plans that align financial resources with personal values, family milestones, and long-term legacy goals. As a mother, wife, and dedicated community leader, Tiffany brings empathy, strong interpersonal insight, and a well-rounded perspective that extends far beyond the numbers. Tiffany holds a Civil Engineering degree from Cal Poly Pomona.

Likes: food deals, karaoke, and taking photos. Dislikes: mayonnaise.

Best fit

Ideal for individuals, families, and women seeking an empathetic, detail-oriented fiduciary advisor who delivers structured investment management alongside dedicated life planning.

Book a conversation with Tiffany

Start with Tiffany

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