Tania is a Financial Advisor with PlanTrust Wealth Management. She has worked in the financial services industry for over six years. She began her career working in the 401(k) space, helping state and local government employees reach their retirement goals.
As a financial advisor, Tania creates customized guidance, based on her clients' entire financial picture. She believes that trust is the foundation of every great relationship and the relationship with your advisor should be no different.
In the community, Tania is honored to be a board member with the Ron Howell Foundation where she helps equip and empower young leaders. Additionally, she is an active volunteer with the SIFMA Foundation Investwrite program - a national writing competition offered to students and teachers participating in The Stock Market Game. She also serves as a volunteer small business advisor with Pacific Community Ventures helping small business owners in the area of finance.
Tania has been featured in several financial publications including CNBC, Yahoo Finance, U.S News & World Report and Fiduciary News.
When Tania is not hard at work serving clients, she is spending time with her wonderful family. She is married to Roger and they have two sons, Darniel (15) and Elton (5).
Education & Licenses:
FINRA Series 6, 63, 66, 7
Accredited Asset Management Specialist - College for Financial Planning
Bachelors of Science in Business Management - Baker College
MBA in Finance in Progress - U of SC Aiken