Caroline Tanis

About Caroline Tanis

I help high-earning executive women and their families build wealth with an actual strategy - through 1-on-1 financial planning, asset management, and workshops I teach to companies and organizations.Here\'s what I learned working at one of the largest wealth management firms in the country: most old-school advisors skip straight to managing your money and completely ignore the planning piece. No strategy around taxes. No thought given to estate planning or protecting the next generation. And women? They get hit the hardest.I watched it happen over and over - widows inheriting wealth from their spouse, only to get crushed by higher taxes because nobody planned for the widow tax. Executives with equity compensation getting zero guidance on concentration risk, tax strategy, or how it fits into their bigger picture. Women being told they can\'t meet with an advisor unless their husband is in the room.That\'s not how I work.My clients are typically 45-60 year old professional women juggling a lot - building wealth, raising kids, funding college and weddings, managing equity comp, and trying to retire someday without sacrificing today. They don\'t need another advisor who just wants to manage their portfolio. They need someone who sees the whole picture.That\'s where I come in. Financial planning first. Then asset management. We tackle goals, taxes, estate planning, and next-generation wealth transfer before we ever touch your investments.I\'m a Certified Divorce Financial Analyst (CDFA), studied financial planning and wealth management at The University of Delaware, and earned my MBA in Finance from St. Joseph\'s University. I also host The Wealth Cafe podcast and YouTube channel, where I break down the most significant topics in finance, current events, and lifestyle trends with real insights and bold guidance.If you\'re ready to stop wondering if you\'re missing something and start building wealth with intention, apply for an introductory call at tanisfingroup.com.And if you\'re just here for the financial insights? Hit that bell on my profile and check out The Wealth Cafe.

Experience

1. Strategist, Speaker, & Educator

   Tanis Financial Group

   May 2022 — Present · NJ, US

Education

• University of Delaware

  Bachelor's Degree, Financial Planning and Wealth Management

• Saint Joseph's University - Erivan K. Haub School of Business

  Master of Business Administration - MBA, Finance