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
- 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.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