Tania Kvakic, AWMA®, CFP®, CRPC®, MPAS®, MSPFP

Financial Advisor

602-381-5308
Email | |
602-381-5336

Qualifications

Twelve years in the financial industry has allowed me to develop a caring and analytical approach with a commitment to delivering exceptional service to my clients. Having cross border/international experience and being fluent in English and French allows me to communicate with many prospective clients and bring them a global point of view of their financial situation. I hold my Series 7 and 66 securities registrations. I earned the Certified Financial Planner™certification and the Chartered Retirement Planning Counselor℠ designation from the College of Financial Planning and am insurance licensed. I graduated from Western Governors University with a B.S. in Business Management. I specialize in high-net worth individuals/families, sports and entertainment professionals and cross border/expatriate clients.

Lauren Valdes

Senior Registered Client Associate

602-381-5318
602-381-5336