Tamra Stern

About Tamra Stern

Tamra Stern has been with Main Street Research, a Registered Investment Advisor serving individuals, families and foundations, for 25 years and has been involved in every aspect of the firm’s management. She currently heads up the firm’s wealth management process, which includes assisting clients identify the longevity of their asset base for their lifetime and future generations. This work is a result of Ms. Stern’s ability to create personal and complex financial models for each client. In addition, she holds a law degree and with it expertise in estate planning and how a trust or will should complement the wealth planning model. Lastly, Ms. Stern is experienced in tax guidance and assists clients with tax strategy. Ms. Stern has authored several articles about wealth planning which have been featured in The Wall Street Journal, U.S. News and World Reports, Yahoo Finance and The Street. As well, she has been named a Five Star Wealth Manager for 2018 and 2019. Ms. Stern is an avid reader and is currently enjoying, The Fifth Risk by Michael Lewis. She also enjoys hiking, traveling and scuba diving with her family, including two teenage daughters, and two dogs - Bond and Brooxe. Ms. Stern received her BA in Political Science from the University of California, Santa Barbara and her Juris Doctorate from Empire College of Law. Additionally, she attended the University of California, Berkeley, University Extension for Personal Financial Planning and is a Certified Financial Planner™ certificant. As well, she is a member of the Financial Planning Association.

Experience

1. Partner, Director of Wealth Management

   Main Street Research

   Oct 1995 — Present · CA

   Main Street Research LLC is a Registered Investment Advisor serving individuals, families and foundations. Since 1993, a select group of investors have turned to our professionals for expertise in wealth management and global investment strategy. Since we typically manage the bulk of a client’s “serious” assets, we thoroughly understand each client’s circumstances and manage each client account separately. Because our compensation is correlated to each client’s success – and nothing else – we share a vested interest in achieving upside performance while managing downside risk. We believe that our innovative investment style and Active Risk Management process are central to successful, long-term performance in today’s complex global financial markets. Visit our website at http://ms-research.com to learn more!

Education

• Empire College

  JD, Law

• UC Santa Barbara

  BA, Political Science

• University of California Berkeley Extension

  CFP®, Certified Financial Planner™