Tara K., Cfp®
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Tara K., Cfp® Email & Phone Number

Financial Planning Specialist at Altfest Personal Wealth Management at Altfest Personal Wealth Management
Location: New York City Metropolitan Area, United States 6 work roles 2 schools
1 work email found @jjburns.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email t****@jjburns.com
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Current company
Altfest Personal Wealth Management
Role
Financial Planning Specialist at Altfest Personal Wealth Management
Location
New York City Metropolitan Area, United States
Company size
54 employees

Who is Tara K., Cfp®? Overview

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Quick answer

Tara K., Cfp® is listed as Financial Planning Specialist at Altfest Personal Wealth Management at Altfest Personal Wealth Management, a with 54 employees, based in New York City Metropolitan Area, United States. AeroLeads shows a work email signal at jjburns.com and a matched LinkedIn profile for Tara K., Cfp®.

Tara K., Cfp® previously worked as Financial Planning Specialist at Altfest Personal Wealth Management and Financial Planner at Jj Burns & Company. Tara K., Cfp® holds Bachelor Of Science - Bs, Finance And Financial Planning/Wealth Management Double Major from Alfred Lerner College Of Business & Economics At University Of Delaware.

Company email context

Email format at Altfest Personal Wealth Management

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{first}@jjburns.com
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AeroLeads found 1 current-domain work email signal for Tara K., Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Tara K., Cfp®

Tara K., Cfp® is a Financial Planning Specialist at Altfest Personal Wealth Management at Altfest Personal Wealth Management.

Current workplace

Tara K., Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Altfest Personal Wealth Management
Altfest Personal Wealth Management
Financial Planning Specialist at Altfest Personal Wealth Management
new york, new york, united states
Website
altfest.com
Employees
54
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6 roles

Tara K., Cfp® work experience

A career timeline built from the work history available for this profile.

Financial Planner

Jj Burns & Company

Melville, New York, United States

Jul 2023 - Feb 2024

Financial Planning Intern

Axa Advisors, Llc

New York, New York

• Conducted portfolio research for 2-3 financial advisors daily, with central focus on mutual funds• Built lists using excel models for financial advisors to utilize in cold calling potential clients• Observed Large Scale 401(k) Onboarding • Completed asset allocation project individually and then collaborated with 2 other district interns to present results

Jun 2019 - Aug 2019

Wealth Management Advisor Intern

Wells Fargo Advisors Financial Network/ The Hamlet Group Wealth Management

Melville, New York

• Completed quantitative and qualitative investment portfolio research for high net worth clients totaling $5 million+ AUM• Managed spreadsheets and answered phone calls when needed• Researched daily market trends and determined its impact on clients’ portfolios

Jun 2018 - Aug 2018

Teacher Aide

Plainview Old Bethpage Special Ed. Summer School Program

Plainview, Ny

• Assisted teacher in classroom setting for Applied Behavioral Analysis students (taught reading, math, writing, speaking, etc.)• Worked with one special education student for the entire summer on daily educational and recreational activities

Jun 2017 - Aug 2017
Team & coworkers

Colleagues at Altfest Personal Wealth Management

Other employees you can reach at altfest.com. View company contacts for 54 employees →

CC Connie Chow Connie Chow Colleague at Altfest Personal Wealth ManagementNew York, United States View → RG Ryan Graham, Cfa, Cfp® Ryan Graham, Cfa, Cfp® Colleague at Altfest Personal Wealth ManagementNew York, United States View → RA Rohan Agrwal Rohan Agrwal Colleague at Altfest Personal Wealth ManagementSouth Korea, Korea, Republic Of View → BG Bbjkb Guhkjn Bbjkb Guhkjn Colleague at Altfest Personal Wealth ManagementUnited States View → HP Hardik Patel Hardik Patel Colleague at Altfest Personal Wealth ManagementRajkot, Gujarat, India View → PV Priyank Vasoya Priyank Vasoya Colleague at Altfest Personal Wealth ManagementNew York City Metropolitan Area, United States View → VB Vilém Bystřický Vilém Bystřický Colleague at Altfest Personal Wealth ManagementCzechia, Czech Republic View → NL Noah Lopez Noah Lopez Colleague at Altfest Personal Wealth ManagementKyle, Texas, United States View → AA Anon A Anon A Colleague at Altfest Personal Wealth ManagementBirmingham, England, United Kingdom View → EN Eric Nelson, Cfp® Eric Nelson, Cfp® Colleague at Altfest Personal Wealth ManagementNew York City Metropolitan Area, United States View →
2 education records

Tara K., Cfp® education

Education record

Envestnet Institute On Campus Program

Coursework completed in Fall Broad-based training in asset and wealth management with an emphasis on managed solutions Learned.

FAQ

Frequently asked questions about Tara K., Cfp®

Quick answers generated from the profile data available on this page.

What company does Tara K., Cfp® work for?

Tara K., Cfp® works for Altfest Personal Wealth Management.

What is Tara K., Cfp®'s role at Altfest Personal Wealth Management?

Tara K., Cfp® is listed as Financial Planning Specialist at Altfest Personal Wealth Management at Altfest Personal Wealth Management.

What is Tara K., Cfp®'s email address?

AeroLeads has found 1 work email signal at @jjburns.com for Tara K., Cfp® at Altfest Personal Wealth Management.

Where is Tara K., Cfp® based?

Tara K., Cfp® is based in New York City Metropolitan Area, United States while working with Altfest Personal Wealth Management.

What companies has Tara K., Cfp® worked for?

Tara K., Cfp® has worked for Altfest Personal Wealth Management, Jj Burns & Company, Axa Advisors, Llc, Wells Fargo Advisors Financial Network/ The Hamlet Group Wealth Management, and Plainview Old Bethpage Special Ed. Summer School Program.

Who are Tara K., Cfp®'s colleagues at Altfest Personal Wealth Management?

Tara K., Cfp®'s colleagues at Altfest Personal Wealth Management include Connie Chow, Ryan Graham, Cfa, Cfp®, Rohan Agrwal, Bbjkb Guhkjn, and Hardik Patel.

How can I contact Tara K., Cfp®?

You can use AeroLeads to view verified contact signals for Tara K., Cfp® at Altfest Personal Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Tara K., Cfp® attend?

Tara K., Cfp® holds Bachelor Of Science - Bs, Finance And Financial Planning/Wealth Management Double Major from Alfred Lerner College Of Business & Economics At University Of Delaware.

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