Tara Wallace - Financial Advisor, Northwestern Mutual

Years of experience: 16

United StatesStartup FounderBusiness OwnerSales & BizDevFinancial PlannerCustomer Success Manager

Trusted by top professionals

Julie Pepper
Rare Disease Specialist @Amicus Therapeutics
Verified
Tara is exceptional at listening and understanding individual goals for her customers. She is extremely knowledgeable and very helpful in guiding her customers through their financial challenges and ...

Trust Score

Exceptionally trusted; proven professional excellence.

80%

Tara's Career Path

Sep. 2023 -
Present

Northwestern MutualFinancial Advisor

Jul. 2022 -
Sep. 2023

New York Life Insurance CompanyAgent

I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. Neither New York Life Insurance Company, nor its agents, provide tax, le...

Nov. 2020 -
Jun. 2022

Facet WealthSenior Client Success Manager

Facet Wealth is one of the fastest-growing financial services companies. By providing each client with their own CFP® professional to integrate unbiased financial advice into every facet of their life, at an affordable subscription price, we’re creating financial planning as it should be.