Tarif Carson
Director of Portfolio Strategy | Wealth Planner
- Role
- Director of Portfolio Strategy Wealth Planner at 2nd Story Wealth Planners
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
About Tarif Carson
I am a CERTIFIED FINANCIAL PLANNER™ professional with going on 20 years of experience managing portfolios, guiding clients, and delivering personalized financial strategies. Known for cultivating strong client relationships, I specialize in tailoring solutions to individual needs and presenting impactful financial planning workshops. As a dedicated mentor, I take pride in coaching and developing aspiring financial planners. Throughout my career, I\'ve had the privilege of working with diverse clients, from high net-worth individuals in managing over $500 million to volunteering with low-income families, helping each navigate their unique paths toward achieving life goals. My approach is shaped by both professional expertise and personal experiences, allowing me to craft tailored financial plans that resonate deeply with each client.
Experience
Director of Portfolio Strategy Wealth Planner
Aug 2024 — Present · Philadelphia, PA, US
Education
Cheyney University of Pennsylvania
Bachelor of Science in Business Administration, Concentration: Finance, Magna Cum Laude
2000 — 2004
West Chester University of Pennsylvania
Finance
2002 — 2004
Skills
- Pensions
- Series 6
- Series 7
- Relationship Management
- Portfolio Management
- Retirement Planning
- Investments
- Wealth Management
- Investment Advisory
- Asset Allocation
- Mutual Funds
- Strategic Financial Planning
- Financial Planners
- 401k
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