Tami Carroll, Cfp®, Cdfa®, Ricp®

Tami Carroll, Cfp®, Cdfa®, Ricp® Email and Phone Number

Advisor at BSW Wealth Partners, a Public Benefit Corporation @ BSW Wealth Partners, a Public Benefit Corporation
Tami Carroll, Cfp®, Cdfa®, Ricp®'s Location
Englewood, Colorado, United States, United States
Tami Carroll, Cfp®, Cdfa®, Ricp®'s Contact Details

Tami Carroll, Cfp®, Cdfa®, Ricp® work email

Tami Carroll, Cfp®, Cdfa®, Ricp® personal email

About Tami Carroll, Cfp®, Cdfa®, Ricp®

Tami Carroll is a CERTIFIED FINANCIAL PLANNER™ professional, Certified Divorce Financial Analyst®, and Retirement Income Certified Professional®.

Tami Carroll, Cfp®, Cdfa®, Ricp®'s Current Company Details
BSW Wealth Partners, a Public Benefit Corporation

Bsw Wealth Partners, A Public Benefit Corporation

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Advisor at BSW Wealth Partners, a Public Benefit Corporation
Tami Carroll, Cfp®, Cdfa®, Ricp® Work Experience Details
  • Bsw Wealth Partners, A Public Benefit Corporation
    Advisor
    Bsw Wealth Partners, A Public Benefit Corporation Aug 2019 - Present
    Boulder, Colorado, Us
    BSW Wealth Partners is a private, independent multi-family office and wealth advisory firm managing ~$1.5 billion.
    View
  • Legacy Wealth Partners Llc
    Private Wealth Advisor
    Legacy Wealth Partners Llc Jan 2018 - Present
    Greenwood Village, Co, Us
    View
  • Cobiz Wealth
    Wealth Strategist
    Cobiz Wealth Jan 2012 - Jan 2018
  • Axa Advisors
    Branch Controls Specialist
    Axa Advisors Oct 2011 - Jan 2012
    New York, Ny, Us
    View
  • Axa Advisors
    Branch Licensing Coordinator
    Axa Advisors Sep 2006 - Oct 2011
    New York, Ny, Us
    View

Tami Carroll, Cfp®, Cdfa®, Ricp® Skills

Wealth Management Retirement Planning Financial Services Strategic Financial Planning Uniform Combined State Law Wealth Investments Financial Analysis Estate Planning Securities Asset Allocation

Tami Carroll, Cfp®, Cdfa®, Ricp® Education Details

  • University Of Denver - Daniels College Of Business
    University Of Denver - Daniels College Of Business
    Finance
  • Regis University
    Regis University
    Master Of Business Administration
  • Heritage High School
    Heritage High School

Frequently Asked Questions about Tami Carroll, Cfp®, Cdfa®, Ricp®

What company does Tami Carroll, Cfp®, Cdfa®, Ricp® work for?

Tami Carroll, Cfp®, Cdfa®, Ricp® works for Bsw Wealth Partners, A Public Benefit Corporation

What is Tami Carroll, Cfp®, Cdfa®, Ricp®'s role at the current company?

Tami Carroll, Cfp®, Cdfa®, Ricp®'s current role is Advisor at BSW Wealth Partners, a Public Benefit Corporation.

What is Tami Carroll, Cfp®, Cdfa®, Ricp®'s email address?

Tami Carroll, Cfp®, Cdfa®, Ricp®'s email address is ca****@****ail.com

What schools did Tami Carroll, Cfp®, Cdfa®, Ricp® attend?

Tami Carroll, Cfp®, Cdfa®, Ricp® attended University Of Denver - Daniels College Of Business, Regis University, Heritage High School.

What skills is Tami Carroll, Cfp®, Cdfa®, Ricp® known for?

Tami Carroll, Cfp®, Cdfa®, Ricp® has skills like Wealth Management, Retirement Planning, Financial Services, Strategic Financial Planning, Uniform Combined State Law, Wealth, Investments, Financial Analysis, Estate Planning, Securities, Asset Allocation.

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