- -Estate Planning
- -Comprehensive Financial Planning
- -Retirement Planning
- -College Planning
- -Charitable Planning
- -Other Financial Planning
- -Tax Planning
- -Individuals and/or Small Businesses
- -Investment Companies
- -Businesses or Institutional Clients
- -Other Portfolio Management
Accounting & Tax
- -Tax Advice
- -Other Tax
Funds Used With Clients
Firm Client types
|A123 Systems||7 years, 11 months||Jul 2011 - Present|
|Dana Holding Co||6 months||Jan 2011 - Jul 2011|
|Tamma Capital LLC||8 years, 5 months||Dec 2010 - Present|
|Teleflex Medical||1 year, 9 months||Mar 2009 - Dec 2010|
Designations & Memberships
American Association of Individual InvestorsMembershipThe American Association of Individual Investors is a nonprofit organization with about 150,000 members whose purpose is to educate individual investors regarding stock market portolios, financial planning, and retirement accounts.
Financial Planning AssociationMembershipThe Financial Planning Association (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. We help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care.
National Association of Tax ProfessionalsMembershipThe National Association of Tax Professionals (NATP) is a nonprofit professional association founded in 1979 to serve professionals working in all areas of tax practice through professional education, tax research, and products. NATP is the largest organization dedicated 100% to tax professionals and their success.
Certified Financial PlannerDesignationA standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.
Chartered Financial ConsultantDesignationInvididuals holding this designation understand the fundamentals of financial planning, including income tax, insurance, investment and estate planning.
Articles and Answers
Licenses & Conducts
$7.6Total Assets Under Management
$0Total Assets Under Advisement
23number of clients
$0.3Estimated Average Account Balance Per Client
Tamma Capital LLC
$2.0MTotal Assets Under Management
N/ATotal Assets Under Advisement
$141.6KEstimated Average Account Balance
Types of Compensation Arrangements
- Percentage Of Assets
- Hourly Charges
- Fixed Fees