Available formats: epub, mobi, pdf, rtf, lrf, pdb, txt
Tama Borriello’s experience as an entrepreneur and a principal in two successful start-up companies laid the groundwork for her to put her practical experience in investment planning and wealth management to work as a CERTIFIED FINANCIAL PLANNER™ and Financial Advisor for 10 years with a major national brokerage firm. Her focus is to help her clients shape their own vision for themselves and their families and help them achieve their vision. Tama is one of the founding members of a wealth management group comprised of a team of investment and financial planning professionals that offer services and strategies for families, trusts and companies throughout the Pacific Northwest. Tama also serves on the board of the East King County Estate and Trust Planning Council. She graduated from the University of Washington with a Bachelor of Arts and is a board certified CFP®.