Devin Tarr
Private Wealth Advisor
- Role
- Private Wealth Advisor at Northwestern Mutual
- Location
- Chico, CA, US
- LinkedIn followers
- 500 followers
About Devin Tarr
I employ a diversity of financial tools to help clients optimize their capital and…
Experience
Private Wealth Advisor
Feb 2017 — Present · Chico, CA, US
Provide financial planning with integrity, transparency, and excellence;Audit and/or improve insurance and risk-management tools; Empower investors with education, analysis, and data to manage emotions;Optimize risk-adjusted returns through Asset Allocation and Modern Portfolio Theory;Review and revise plans as life circumstances and economic conditions require.
Education
California State University, Chico
M.A. (Distinction), Teaching International Languages
2010 — 2012
California State University, Chico
B.A. (Honors), History
2005 — 2009
Skills
- Financial Planning
- Public Speaking
- Investments
- Microsoft Powerpoint
- Research
- Insurance
- Tax Planning
- Microsoft Word
- Microsoft Office
- Business Planning
- Finance
- Retirement Planning
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