As a Wealth Advisor with Masters Advisory Partners, Tamara enjoys meeting with people together as a team with her husband Chris to provide sound financial plans and recommendations that are in every person’s best and unique interests to help them achieve their goals and enrich their lives.
Tamara is a seasoned financial professional and a Fiduciary who is registered with Western International Securities Inc. as a General Securities and Investment Adviser Representative as well as a Licensed Life, Accident, Health and Variable Contracts Agent in the State of California. She is registered with FINRA, the SEC and in numerous US States. Tamara initially earned her financial registrations in the year 2000 and has taken and passed 5 Securities Industry Exams and the California Combined State Insurance Exam. She holds a Graduate Certificate in Financial Planning from an accredited college and a Bachelor of Arts Degree in Economics from UC Irvine.
Tamara welcomes the opportunity to talk with you! Contact her at: 949-220-0415
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|What Motivates You|
Helping people acheive their goals