Tara C. Trautsch, CFP®


Tara C. Trautsch, CFP®
Wealth Manager
Phone:
(831) 375-3990Specialities:
Business Planning
Charitable Giving
College Planning
Estate Planning
High Net Worth Clients
Intergenerational Wealth Planning
Investment Management
Multilingual Services
Pre-Retirees & Retirees
Real Estate Investment Guidance
Retirement Planning
Social Security Planning
Wealth Transfer
Languages:
German
ARTISANCAP
About
(Bio to come later)



