Celina Ochoa
Haynie Wealth Management · Salt Lake City, Utah
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.
Request an introduction to Celina →
Specialties
Who they serve
- Retirees
Facts
| Firm | Haynie Wealth Management |
|---|---|
| Based in | Salt Lake City, Utah |
| Fee model | Percentage of assets |
| Works virtually | Yes |
| Languages | Spanish |
| Assets under management | $106.6M across 578 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, CO, TX, UT · CRD 6126373 |
| Exams passed | Series 63 (2012) · Series 65 (2021) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.hayniewealth.com |
| Profile |
How Celina's firm compares
- Haynie Wealth Management's average account is about $185,000, from its Form ADV (assets managed divided by 578 accounts).
Request an introduction to Celina
Tell Celina a little about what you're looking for. Celina isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Celina
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Haynie Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.