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

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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.

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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

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