Tamra A. Stern, JD CFP®
Partner, Director – Wealth Management
Tamra has been with the firm for 25 years and has been involved in every aspect of the firm’s management. She currently heads up the firm’s wealth management process, which includes assisting clients identify the longevity of their asset base for their lifetime and future generations. This work is a result of Tamra’s ability to create personal and complex financial models for each client. In addition, she holds a law degree and with it expertise in estate planning and how a trust or will should complement the wealth planning model. Lastly, Tamra is experienced in tax guidance and assists clients with tax strategy.
Tamra has authored several articles about wealth planning which have been featured in The Wall Street Journal, U.S. News and World Reports, Yahoo Finance and The Street. As well, she has been named a Five Star Wealth Manager for 2018 and 2019.
Tamra is an avid reader and is currently enjoying, The Fifth Risk by Michael Lewis. She also enjoys hiking, traveling and scuba diving with her family, including two teenage girls, and two dogs – Bond and Brooxe.
Tamra received her BA in Political Science from the University of California, Santa Barbara and her Juris Doctorate from Empire College of Law. Additionally, she attended the University of California, Berkeley, University Extension for Personal Financial Planning and is a Certified Financial Planner™ certificant. As well, she is a member of the Financial Planning Association.