Tamara Witham, CFP®, CFA®, MBA GreenLife Advisors, LLC

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About Tamara Witham, CFP®, CFA®, MBA

I am a fee-only advisor providing unbiased objective advice and I never accept commissions or sell products. I have 22 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 modern families and women in transition for financial success.

Are you:
*Going through a life change like divorce or marriage, a move, 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.

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Ideal Clients

  • Blended Family
  • College Planning
  • Gen Y/Millennials
  • Parents

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee

Fee Options

  • Upfront Charge: $500+
  • Monthly Fee: $100+/mo
  • QuickStart: $499

SEC Records

States Registered

  • New York

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