- Caroline Tanis CDFA®️️️ MBA
- Tanis Financial GroupCertified Financial Analyst
- Financial Services
Address Not Listed
New York, NY 10001
Caroline Tanis CDFA®️️️ (Certified Divorce Financial Analyst) MBA is a Financial Advisor & Strategist, & Speaker that specializes in helping highly ambitious women and their families build a financial plan for their dream life. By taking a holistic approach to financial planning she is able to help clients identify their goals and build a financial plan to help them achieve their dreams. In order to do this she uses investment, retirement, education, tax, and trust and estate planning tools.
Caroline began her practice at Merrill Lynch before going independent at found Tanis Financial Group. She is a proud alumni of University of Delaware where she studied Financial Planning & Wealth Management and has her MBA in Finance from St. Joseph's University. In addition, she holds her Series 7, 66, Life & Health License, and has her Certified Divorce Financial Analyst®️ designation.
Connect with us on social: https://www.instagram.com/tanisfingroup/
Connect with us on social: https://www.linkedin.com/in/caroline-tanis/