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

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.