Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Having worked in the financial industry since 1992, Tanya’s breadth and depth of experience and education allows her to provide clients with a unique approach to wealth management and retirement planning. Her clients receive the personalized service and attention to detail of a boutique-style practice, backed by the resources and security of a global, world-class financial institution.
For Individuals and Families:
Tanya works with people through all stages of life believing it is never too early or too late to begin planning for retirement. She advises clients on how much to save and appropriate investment strategies during their working years. She also helps clients navigate the uncertainty that accompanies the major life transition into retirement by helping them to transform their life savings into a reliable income stream, once provided by their paycheck. She works with clients to manage their cash flow and investments so they can maintain their lifestyle while weathering the significant costs of health and long-term care, and to fulfill their other financial goals such as travel, aging in place, or transferring assets to next generations or charities.
Tanya works with business owners to create customized 401(k) and other Employer-Sponsored Retirement Plans designed to maximize benefits based on their personal and business needs. Through Merrill Lynch, Tanya helps Plan Sponsors mitigate their liability through systematic reviews, a transparent and competitive fee structure and providing access to 3(21) fiduciary services with an open-architecture, non-proprietary investment platform. Employee education is also provided to help employees become retirement ready.
Tanya received her M.B.A. in Financial Planning from California Lutheran University and her B.S. in Kinesiology from California Polytechnic State University at San Luis Obispo. She is a Chartered Financial Analyst Charterholder, member of the CFA® Institute and member of the CFA® Society of San Francisco. She is a CERTIFIED FINANCIAL PLANNER™ certificant, awarded by the Certified Financial Planner Board of Standards, Inc. and has earned the Certified Plan Fiduciary Advisor designation. She holds Series 3, 7, 31 and 66 FINRA registrations, life insurance license and lectures on Personal Finance at Fresno State University.
*Chartered Financial Analyst® and CFA® are registered trademarks of the CFA Institute. Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.
*Merrill Lynch Life Agency's California License Number 0522776
I follow the deep-seated Merrill Lynch tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
English & French
California Lutheran University
California Polytechnic State University
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Supported by the global resources of Merrill Lynch, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
The following specialists do not make securities recommendations. Please contact your Financial Advisor if you have questions about how a specialist might be able to assist you.
Wealth Management Lending Officer
We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.
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