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Tanya Frias

CFP® ♦ ChSNC® ♦ Financial Literacy Advocate

Tanya Frias is a seasoned Financial Advisor and CFP® professional with a wealth of experience spanning 19 years in wealth management strategies. Her expertise lies in offering personalized services tailored to her clients' needs, covering areas such as investments, retirement planning, education expenses, and other financial goals. By upholding the highest ethical standards as a CERTIFIED FINANCIAL PLANNER™ certificant, Tanya assists individuals, families, and business owners in making informed decisions for comprehensive wealth management. She believes in a consultative approach, ensuring a clear understanding of her clients' risk attitudes to develop goal-based financial plans that encompass all aspects of their financial requirements. Tanya is dedicated to empowering people with the necessary resources for effective wealth management and financial planning. Outside of work, she cherishes spending quality time with her 9-year-old son, Zackary. Besides specializing in financial plans, investments, insurance, retirement planning, and education, Tanya extends her services to include estate planning, philanthropic opportunities, senior life management needs, and various other financial alternatives.

Highlights

Mar 14 · Nasdaq
Inflation and Life Insurance: Will Your Payout Be Enough? - Nasdaq
Inflation and Life Insurance: Will Your Payout Be Enough? - Nasdaq
Apr 13 · Barron's
Covid Has Widened the Retirement Gender Gap. Here Are Some Ways to Narrow It. - Barron's
Tanya Frias
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Location

Greater New York City Area