Profiel
Ms. Tamara D.
Klippenstein is a Staff Paraplanner at CTA Wealth Advisors, Inc. She has been an Associate of CTA since 1997 and is responsible for the preparation of Investment Policy Statements and Asset Allocation strategies.
She also helps with tax preparation services, and performs stock research and data gathering duties.
Before joining CTA, she worked for over 10 years in the healthcare industry, serving as the Director of Reimbursements for a medical services corporation.
Actieve functies van Tammy Klippenstein
| Bedrijven | Functie | Begin |
|---|---|---|
CTA Wealth Advisors, Inc.
 CTA Wealth Advisors, Inc. Investment ManagersFinance CTA Wealth Advisors, Inc. (CTA) is an independent, SEC-registered investment advisor headquartered in Burbank, California. The firm was founded in 1982 by Cameron M. Thornton as Cameron Thornton Associates. CTA provides personalized confidential financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses. | Analyst-Equity | 01-01-1997 |
Ervaring
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| Bedrijven in privébezit | 1 |
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CTA Wealth Advisors, Inc.
CTA Wealth Advisors, Inc. Investment ManagersFinance CTA Wealth Advisors, Inc. (CTA) is an independent, SEC-registered investment advisor headquartered in Burbank, California. The firm was founded in 1982 by Cameron M. Thornton as Cameron Thornton Associates. CTA provides personalized confidential financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses. | Finance |
