Caroline Tanis, Cdfa®Mba

Caroline Tanis, Cdfa®Mba Email and Phone Number

Helping executive women and their families use financial planning to build their dream life| Financial Advisor & Corporate Workshop Facilitator @ Tanis Financial Group
Caroline Tanis, Cdfa®Mba's Location
New York City Metropolitan Area, United States, United States
About Caroline Tanis, Cdfa®Mba

54% of women in the United States are breadwinners. This means, it's time for professional, high earning women to take the drivers seat when it comes to finances.Working primarily with highly ambitious women who are busy with their career, raising children, and/or also tasked with taking care of their aging parents. My goal is help my clients create a comprehensive financial plan to help them build their dream life. After several years working as a Financial Advisor at Merrill Lynch I founded Tanis Financial Group which is proudly part of The Women's Wealth Boutique (an RIA). This move allows me to expand the work, services, and impact I provide for clients both present and future.My team and I work with women and their families to plan for retirement, education savings, offer tax strategies, inhouse estate planning, and more to make their dream life a reality.

Caroline Tanis, Cdfa®Mba's Current Company Details
Tanis Financial Group

Tanis Financial Group

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Helping executive women and their families use financial planning to build their dream life| Financial Advisor & Corporate Workshop Facilitator
Caroline Tanis, Cdfa®Mba Work Experience Details
  • Tanis Financial Group
    Strategist, Speaker, & Educator
    Tanis Financial Group May 2022 - Present
  • Women'S Wealth Boutique
    Financial Advisor
    Women'S Wealth Boutique May 2022 - Present
    Chester, New Jersey, Us
  • Merrill Lynch Wealth Management
    Financial Advisor
    Merrill Lynch Wealth Management Jun 2017 - May 2022
    New York, Ny, Us
    *CDFA® and Certified Divorce Financial Analyst® are trademarks of The Institute for Divorce Financial Analysts™

Caroline Tanis, Cdfa®Mba Education Details

  • University Of Delaware
    University Of Delaware
    Financial Planning And Wealth Management
  • Saint Joseph'S University - Erivan K. Haub School Of Business
    Saint Joseph'S University - Erivan K. Haub School Of Business
    Finance

Frequently Asked Questions about Caroline Tanis, Cdfa®Mba

What company does Caroline Tanis, Cdfa®Mba work for?

Caroline Tanis, Cdfa®Mba works for Tanis Financial Group

What is Caroline Tanis, Cdfa®Mba's role at the current company?

Caroline Tanis, Cdfa®Mba's current role is Helping executive women and their families use financial planning to build their dream life| Financial Advisor & Corporate Workshop Facilitator.

What schools did Caroline Tanis, Cdfa®Mba attend?

Caroline Tanis, Cdfa®Mba attended University Of Delaware, Saint Joseph's University - Erivan K. Haub School Of Business.

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