Tamara Witham, CFP®, CFA®, MBA GreenLife Advisors, LLC
- 500 Mamaroneck Avenue Suite 320, Harrison, NY 10528
- 914-627-8783
- http://www.greenlifeadvisors.com
About Tamara Witham, CFP®, CFA®, MBA
I am a credentialed 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 educate and empower young families for financial success.
Are you:
*Going through a move to your first home, a change in jobs, the birth of a child, having a child heading to private school or college, or a loss of a loved one?
Do you:
* Live in a high cost-of-living area and need help budgeting?
*Do you need help with college planning?
* Are you thinking of buying a new home?
* Have a 401(k) and want to optimize your allocations?
* Want to be tax savvy in all your financial decisions?
Together we can clarify your goals and make a plan for your future together.
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.
Schedule a free 30-minute consultation to get started.
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
- College Planning
- Family Financial Planning
- Gen X
- Young Professionals
Ways Advisor Charges
- Quarterly Fee
- Flat Fee
- Assets Under Management
Fee Options
- Quarterly Fee: $1125+/qtr
- Flat Fee: $3500+/engagement
- Assets Under Management: 0.50%
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.
