Treena Tipton

Treena Tipton

Branch Manager and Financial Advisor

Treena Tipton is the Branch Manager and Financial Advisor in the new Bellingham location of Transformational Advisory Group, TAG - North. Recognized as one of the LPL's most successful advisors, she has amassed a reputation for her comprehensive financial plans, her vast knowledge and expertise with investing, and her enthusiasm for teaching and supporting clients to understand their investments.

Treena started her successful financial services firm, Haven Financial Planning, 30 years ago with a passion for helping others achieve their financial goals. In 1998, she joined LPL as an independent advisor and as of January 2024, merged with Wes and Transformation Advisory Group as the next exciting step of her career. 

Born outside of the PNW, Treena has loved living in Whatcom County for the last 30 years for all its natural beauty. Outside of the office you can find her catching up with friends over dinner, searching for a fresh bouquet of flowers for her home, or enjoying a beautiful Bellingham sunset.

20+ Years of Experience