Tanner Lemaster

Role
Part-owner Partner Financial Advisor at Canopy Wealth Strategies
Location
Fort Worth, TX, US
LinkedIn followers
500 followers

About Tanner Lemaster

I am a seasoned CERTIFIED FINANCIAL PLANNER™, who has been in the industry for over 15…

Experience

  1. Part-owner Partner Financial Advisor

    Canopy Wealth Strategies

    Sep 2020 — Present

    I help individuals, families, and businesses set, meet, and exceed their financial goals.

Skills

  • Financial Modeling
  • Series 65
  • Term Life Insurance
  • Fixed Annuities
  • Life Insurance
  • Bonds
  • Finra
  • Insurance
  • Investments
  • Series 24
  • Wealth Management Services
  • Financial Analysis
  • Variable Annuities
  • Mutual Funds
  • Holistic Financial Planning
  • Wealth
  • Life, Accident, & Health Insurance License
  • Personal Finance
  • Disability Insurance
  • Retirement Planning
  • Retirement
  • Finance
  • Alternative Investments
  • Equities
  • Risk Management
  • Estate Planning
  • Financial Services
  • Series 63
  • Financial Planners
  • Series 66
  • Investment Advisory
  • Long-Term Care
  • Wealth Management
  • Series 6
  • Financial Advisory
  • Portfolio Management
  • 401k
  • Fixed Income
  • Uniform Combined State Law
  • Etfs

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Tanner Lemaster — Part-owner Partner Financial Advisor at Canopy Wealth Strategies in Fort Worth, TX, US | Unifers