Tanya Walliser (CFP®)
Tanya Walliser focuses in the
following client markets or areas of practice:
- Business Owners
- Corporate Executives
- Entrepreneurs
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Retirement Plan Investment Advice
- Business Owners
- Corporate Executives
- Entrepreneurs
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Retirement Plan Investment Advice
Planning Specialties
Tanya Walliser is the Manager of Financial Planning at Condor Capital. Tanya's primary responsiblities include working with prospective and existing clients on their financial affairs and investment goals. She is also a part of the investment committee at the firm. In addition to being a member of NAPFA, Tanya is also a member of the Financial Planning Association (FPA). Tanya joined Condor Capital in June 2008 after graduating from The University of Maryland in College Park, MD with a Bachelor of Arts degree in Economics and a minor in Spanish Language.
NAPFA Start Date
November 25, 2014