Tamara Smith, CDFA®

Financial Advisor

Meet Tamara, a seasoned professional with a profound passion for helping individuals achieve financial confidence. Tamara embarked on her journey with Legacy in 2018, bringing with her over two decades of invaluable experience in the financial services industry.

Tamara’s expertise shines brightest when it comes to retirement income analysis and retirement distribution strategies. Her deep understanding of these critical aspects of financial planning is complemented by her unique specialization in women’s finances. She recognizes the distinctive planning needs of women, addressing not only the financial aspects but also the emotional and physical well-being that are essential for a holistic approach to financial goals.

Blogs by Tamara

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