TIBURON WEALTH ADVISORS - Key Persons

Besart Morina - VP

Job Titles:
  • Vice President
  • Vice President of Tiburon Wealth Advisors.Prior
Besart is the vice president of Tiburon Wealth Advisors.Prior to joining Tiburon Wealth Advisors in 2020, Besart was a Vice President-Investment at UBIS, Wells Fargo Investments and Jp Morgan Investments, focused on the firm's most sophisticated clients. He takes pride on staying ahead of the markets to help our clients preserve principal and build wealth over time. His goal is to learn what you value so he can adapt to the vast resources and solutions available to help support your financial needs and attain your complete confidence. Besart provides comprehensive and continuous investment consulting services to clients of The Tiburon Wealth Advisors He assists clients in the areas of investment policy, asset allocation, performance evaluation, risk management, manager selection and oversight, and portfolio construction.

Teuta Morina

Job Titles:
  • Director
  • Director and the Senior Wealth Advisor
  • Registered Representative
Teuta is the Director and the Senior Wealth Advisor of Tiburon Wealth Advisors, LLC. With over 15 years of wealth management experience, Teuta understands the complexity of family dynamics and the importance of having a plan in place in order to achieve long term individual and family goals. Teuta offers her clients a detailed level of personal attention and tailors her strategies to the complex issues of high net worth individuals and families. She has received many accolades during her career for her dedication to her clients. Teuta is an Investment Advisor Representative with LPL Financial, and has her Series 7, 63, 66 Securities registrations held with LPL Financial, as well as her state Life and Health Insurance license. For the last than 15 years, Teuta has served the needs of affluent clients seeking a comprehensive and disciplined approach to managing their finances by developing customized strategies designed with the goal to effectively balance income, growth and risk. By taking a very personal approach to each client engagement, listening to understand financial objectives and the lifestyle needs and goals that are important to her clients. This allows her to develop tailored strategies that reflect individual values and help keeps clients remain on track to specific goals, assisted by clear and frequent communication. She actively participates in her community as a Redwood member, and Chamber member. Prior to founding Tiburon Wealth Advisors, Teuta was a Vice President-Financial Advisor with Wells Fargo Advisors as well as Chase Investment Services. Teuta works from our office in the beautiful community of Marin where she resides with her husband and their three children. Teuta Morina is a registered representative with and licensed to sell insurance products in the following states: AZ, CA, TX.