Schedule a Call with Us

TARA Wealth is a Financial Planning and Wealth Management firm specializing in planning for Physicians, Boomers, Business Owners, and Independent Women. We are based in San Diego, California, and Durham, North Carolina, and serve clients nationally.

We welcome a meeting to speak more about your needs and goals. To schedule a complimentary introduction meeting with the founders, Amanda DeCesar, CFP®, and Amber Schiffert, please use the calendar schedule to book.

If you are unable to find a time that works for you on the calendar, please reach out directly, and we’ll do our best to coordinate a time that fits your schedule.

hello@tarawealth.com

619.356.0763