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Taynia Salafai Vakapuna

Investment adviser representative at Cerity Partners LLC
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$161.7BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feePerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

12 years in the industry.

  1. Cerity Partners LLCJan 2026 to now
  2. Austin Private Wealth LLCMar 2023 to Dec 2025
  3. N/aDec 2022 to Feb 2023
  4. Aegis Wealth Group LLCOct 2019 to Nov 2022
  5. University of UtahAug 2017 to Sep 2019
  6. N/aJun 2014 to Jul 2017

Designations

  • CFP® certification

Exams passed

No exams in this record.

State registrations

Registered as an investment adviser representative in 2 states (TX, UT).

Cerity Partners LLC

$161.7BAssets managed
26,230Clients
678Advisers
16 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
7724561
Firm CRD
151559
Advisor's SEC record (opens in a new tab)
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