Profile
Ms. Tamara D.
Klippenstein is a Staff Paraplanner at CTA Wealth Advisors, Inc. She has been an Associate of CTA since 1997 and is responsible for the preparation of Investment Policy Statements and Asset Allocation strategies.
She also helps with tax preparation services, and performs stock research and data gathering duties.
Before joining CTA, she worked for over 10 years in the healthcare industry, serving as the Director of Reimbursements for a medical services corporation.
Tammy Klippenstein active positions
| Companies | Position | Start |
|---|---|---|
CTA Wealth Advisors, Inc.
 CTA Wealth Advisors, Inc. Investment ManagersFinance CTA Wealth Advisors, Inc. (CTA) is an independent, SEC-registered investment advisor headquartered in Burbank, California. The firm was founded in 1982 by Cameron M. Thornton as Cameron Thornton Associates. CTA provides personalized confidential financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses. | Analyst-Equity | 1996-12-31 |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
CTA Wealth Advisors, Inc.
CTA Wealth Advisors, Inc. Investment ManagersFinance CTA Wealth Advisors, Inc. (CTA) is an independent, SEC-registered investment advisor headquartered in Burbank, California. The firm was founded in 1982 by Cameron M. Thornton as Cameron Thornton Associates. CTA provides personalized confidential financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses. | Finance |
- Stock Market
- Insiders
- Tammy Klippenstein
