Meet Tania
As a native of Cartagena, Colombia, my faith, and family are of the utmost importance to me. Upon immigrating to the United States and starting a family of my own, it became a priority for me to establish a strong foundation both spiritually and financially.
As my daughters reached school age, I began pursuing financial education and assisting my husband, a certified public accountant. As a result, I have established a practice in financial planning.
Through my husband's work as a CPA, we have witnessed firsthand the challenges that families face when it comes to financial literacy and the lack of knowledge about investing and protecting their assets.
Combining my background in social work with my financial knowledge, I now guide families toward financial independence.
