Tanner Tateyama

Chief Executive Officer @Tateyama Wealth Strategies

Greeley, CO, US

Tanner, a fourth-generation resident of Northern Colorado with deep roots in the region dating back to 1905, is the visionary CEO at Tateyama Wealth Strategies. Growing up on a farm, Tanner learned the value of hard work, discipline, and the importance of familial ties – principles that form the bedrock of his approach to wealth management.With over 9 years of dedicated experience, Tanner has carved a niche for himself in building lasting relationships with clients across the U.S. While his expertise extends nationwide, he particularly focuses on serving clients in California, Colorado, Wyoming, Nebraska, and Texas. His commitment lies in understanding the unique financial needs of successful families, professionals, and business owners, helping them navigate towards their financial goals.Tanner\'s core responsibilities revolve around providing comprehensive retirement strategies and protection planning. His meticulous approach ensures that individuals under his guidance are well-positioned to achieve their financial goals, fostering financial security and peace of mind.Beyond individual financial planning, Tanner extends his expertise to businesses, offering invaluable insights into transition planning, retention strategies, and wealth preservation. He prides himself on delivering cutting-edge strategies that address the specific financial concerns of his clients, ensuring that they are equipped to thrive in an ever-evolving economic landscape.Tanner\'s leadership at Tateyama Wealth Strategies exemplifies a commitment to excellence, integrity, and a personalized approach to financial success. His unwavering dedication to clients and passion for staying at the forefront of financial strategies make him a trusted partner in navigating the complexities of wealth management.

Hastings College

Bachelor’s Degree, Economics

Garden City Community College

Associate’s Degree, Business