Tamara Witham (CFA, CFP®, MBA)

Tamara Witham focuses in the
following client markets or areas of practice:

  • Fixed Fee (Subscription, Retainer, etc.)
  • Generation X
  • Hourly
  • LGBT Couples and Families
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

We welcome first-generation American and immigrant families.
  • College/education planning
  • Employee benefits
  • Company stock options
  • Insurance planning
  • Retirement planning
  • Estate planning
  • Tax planning
  • I hold the credentials and have the education to help:
    * Certified Financial Planner™ professional.
    * Chartered Financial Analyst® designation.
    * Masters of Business, University of Chicago Booth School of Business, Concentration in Finance.
    * Bachelor of Arts in Psychology and Political Science, University of Rochester.




    Additional Information

    Now offering hourly fee services.

    NAPFA Start Date

    July 11, 2018


    This Office

    500 Mamaroneck Ave Suite 320 Harrison, NY 10528-1600 Phone: (914) 627-8783