Amber Schiffert
Co-Founder TARA Wealth I Fiduciary Financial Planning I Wealth Management I Advocate for Animals & the Planet
- Role
- Co-founder at Tara Wealth
- Location
- San Diego, CA, US
- LinkedIn followers
- 500 followers
About Amber Schiffert
We are driven by a desire to make a meaningful impact in our clients’ lives. TARA (Transparent. Authentic. Real. Advice.) represents our core values and the foundation for how we work with clients. Our goal is to empower our clients to be proactive and make educated decisions with their finances. We believe helping our clients gain clarity, confidence, and control over their finances provides a foundation for peace of mind and overall well-being.TARA Wealth is a financial planning firm specializing in planning and wealth management for Independent Women, Physicians, Boomers, and Business owners. We are based in San Diego, California, and Durham, North Carolina, and serve clients nationally. Financial Planning A holistic overview of your entire financial life — a roadmap to empower you to make informed financial decisions, achieve your goals, and navigate life’s financial changes. We’re your dedicated partner helping you navigate your unique journey.Wealth ManagementGoals-based investment planning, tax-efficient portfolios, and passive and active investment solutions, utilizing diversified holdings to reduce expected risk. We align your investment strategy with your values and goals to create a customized strategy to address your unique needs and aspirations.
Experience
Co-founder
Oct 2023 — Present · San Diego, CA, US
Education
San Diego State University
Bachelor of Arts - BA, Communications with a minor in Political Science with an emphasis in International Relations
2003 — 2007
Skills
- Marketing
- Product Marketing
- Digital Marketing
- Product Management
- Product Launch
- Email Marketing
- Market Research
- Business Development
- Sales
- Management
- Advertising
- Branding & Identity
- Customer Analysis
- Indesign
- Illustrator
- Photoshop
- Mac & Pc Platforms
- Keynote
- Salesforce.com
- Wordpress
- Marketing Strategy
- Graphic Design
- Marketing Automation
- Pardot
- Mailchimp
- Multi-Media Marketing Campaigns
- Customer Retention
- Customer Acquisition
- Sales Management
- Account Management
- Sales Prospecting
- Sports Nutrition
- Dietary Supplements
- Customer Service
- Customer Relationship Management (Crm)
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