Tamara Radisic, CFP®
Wealth Manager
Tamara serves as a Private Wealth Manager, working directly with her clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.
Having spent her entire career in the financial services industry, Tamara has developed an in-depth knowledge of providing clients with comprehensive wealth management. Prior to joining Creative Planning, she worked as a financial advisor for an independent investment advisory firm.
Tamara earned a Bachelor of Science degree in economics and management from the Zagreb School of Economics and Management. She is also a CERTIFIED FINANCIAL PLANNER™ professional, as designated by the Certified Financial Planner Board of Standards, and an Enrolled Agent, the highest credential as designated by the Internal Revenue Service.
Tamara and her husband, Dan, enjoy traveling, reading novels and spending time with their son (Nathan), friends and family.
Articles by Tamara Radisic, CFP®
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