Tamara Witham (CFA, CFP®, MBA)

Tamara Witham focuses in the
following client markets or areas of practice:
- College/Education Planning
- Generation X
- Investment Advice with Ongoing Management
- Middle Income Client Needs
- Novice Investors
- Retirement Planning & Distribution Rules
- College/Education Planning
- Generation X
- Investment Advice with Ongoing Management
- Middle Income Client Needs
- Novice Investors
- Retirement Planning & Distribution Rules
Planning Specialties
I am a fee-only advisor providing unbiased objective advice and I never accept commissions or sell products. I have 24 years of experience in asset management and planning with Goldman Sachs & Co., PIMCO, GenSpring Family Offices, Bank of America, and 400 Capital Management. I work with young families focusing on:
- Investment Management with Ongoing Advice
- Divorce planning
- 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.
NAPFA Start Date
July 11, 2018