Katja Tarleton
Paraplanner @Westmount Partners
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WORK HISTORY
Paraplanner @Westmount Partners
Los Angeles, CA, US
Based in Los Angeles, Westmount Partners is an independent investment advisory firm that helps individuals, families, foundations and endowments manage, protect and grow their wealth. Westmount excels in identifying compelling alternative investment opportunities that complement more traditional asset classes. Coupled with personalized financial planning tools and strategies, Westmount clients benefit from our team’s depth of experience, conflict-free advice and 30-year investment track record. As one of LA’s oldest registered investment advisors, Westmount and its professionals have repeatedly been recognized in various local and national publications, including Barron’s, Forbes, InvestmentNews and more.
EDUCATION
University of Puget Sound
Bachelor's degree, Environmental Policy and Decision Making
University of Puget Sound
Bachelor's degree, Economics
ABOUT KATJA TARLETON
I work closely with Westmount’s Senior Financial Planner in all aspects of the financial…
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