# Celina Ochoa

> Celina Ochoa is a fee-only financial advisor at Haynie Wealth Management in Salt Lake City, Utah, who holds the CFP credential. Celina charges a percentage of assets and focuses on retirement planning, tax planning and estate & legacy planning.

Page: https://find.wellspent.co/advisors/celina-ochoa/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Haynie Wealth Management
- **Based in:** Salt Lake City, Utah
- **Fee model:** Percentage of assets
- **Works virtually:** Yes (firm's website)
- **Languages:** Spanish
- **Assets under management (firm):** $106.6M across 578 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning
- **Works with:** Retirees
- **CRD:** 6126373 (https://adviserinfo.sec.gov/individual/summary/6126373)
- **SEC registration:** Investment adviser representative in CA, CO, TX, UT
- **Exams passed:** Series 63 (2012), Series 65 (2021)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://www.hayniewealth.com/

## Frequently asked questions

### Is Celina Ochoa a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Celina holds no broker registration, and Haynie Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Celina charge for financial advice?

Celina charges a percentage of assets.

### Does Celina work with clients virtually?

Yes. Haynie Wealth Management says on its website that it works with clients remotely.

### What languages does Celina work in?

Besides English, Haynie Wealth Management offers service in Spanish, according to its website.

### Where is Celina Ochoa based?

Celina Ochoa is based in Salt Lake City, Utah.

### What does Celina specialize in?

Celina's specialties include retirement planning, tax planning and estate & legacy planning. Celina works with retirees.

### What credentials does Celina Ochoa hold?

Celina Ochoa holds the CFP credential.

### Is Celina Ochoa registered with the SEC?

Yes. Celina Ochoa is registered as an investment adviser representative in CA, CO, TX and UT (CRD 6126373), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Haynie Wealth Management manage?

Haynie Wealth Management reports $106.6M across 578 accounts in assets under management.

### How do I contact Celina Ochoa?

Through Celina's website, www.hayniewealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6126373): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.hayniewealth.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.