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Fiduciary Financial Planner

At TARA Wealth, we specialize in comprehensive financial planning and wealth management for Independent Women, Physicians, Baby Boomers, and Business Owners. Whether you're planning for retirement, managing investments, or navigating a major life transition, our team is here to help you build a secure financial future.

We are a fiduciary financial planning firm based in San Diego, CA, and Durham, NC, serving clients nationwide.

Let’s Discuss Your Financial Goals

Every financial journey is unique. If you're looking for a trusted financial advisor to help you create a personalized plan, we'd love to hear from you.

📩 Send us a message today to start the conversation.

email us: hello@tarawealth.com

San Diego, California

Durham, North Carolina

Name

First Name

Last Name

Phone

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What kind of help are you looking for from an advisor?

Are you working with a financial advisor right now?

How much do you have saved in your investment, retirement, and cash accounts (excluding real estate)? Ballpark is fine.

Are you currently retired?

What’s your total gross annual income? Please include everything — wages, business profit, real estate, investments, pensions, Social Security, and any other income streams)

Anything else you'd like to share with us before we meet? (Feel free to tell us anything that would help us get to know you better or any specific concerns you have!)