Paul Fenner, CFP®, ChFC® TAMMA Capital
- 6054 Strawberry Cir, Commerce Township, MI 48382
- (248) 860-2279
- csraare@gnzznpncvgny.pbz
- http://tammacapital.com/
About Paul Fenner, CFP®, ChFC®, CRPS
TAMMA Capital founder and president Paul Fenner has the privilege of being the father of triplets and another daughter and having a beautiful and supportive wife. The first letter of each of their first names results in TAMMA. Paul and his family live in Metro Detroit, Michigan.
TAMMA was founded when Paul’s triplets were born. Paul saw firsthand how his own family struggled with financial anxiety, and the challenges and pressures it caused. This is one of the reasons why he chose to become an investment advisor and build his firm to help bring peace of mind to TAMMA families.
Paul has 22 years of wealth planning, portfolio management and tax preparation/planning experience; and equal years in business accounting, finance, and operations. He received his BA from Adrian College, and his MBA from the University of Findlay.
Giving back to our community is important to TAMMA. Paul is a board member of Camp Casey (a non-profit organization that provides horseback riding programs to children with cancer and rare blood disorders), a board member of the Adrian College Alumni Board, as well as volunteering with the Commerce Elementary School PTA.
Paul holds many up to date certifications important to expert portfolio management including:
Certified Financial Planner (CFP®)
Chartered Financial Consultant (ChFC)
Registered Investment Advisor (RIA), Series 65
Chartered Retirement Plan Specialist (CRPS®)
Chartered Financial Analyst (CFA®) Level II Candidate
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Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
Ideal Clients
- Couples/Partners
- Parents
- Wealth Management
Ways Advisor Charges
- Monthly Fee
- Quarterly Fee
- Assets Under Management
Fee Options
- Monthly Fee: $150/mo
- Quarterly Fee: $625/qtr
- Assets Under Management: 1.25%
SEC Records
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
