Tamara Klippenstein has been an associate of CTA since 1997. As our Staff Paraplanner, Tammy is responsible for the preparation of Investment Policy Statements and Asset Allocation strategies. She also helps with tax preparation services, and performs stock research and data gathering duties. Before joining CTA, Tammy worked for over 10 years in the healthcare industry, serving as the Director of Reimbursements for a medical services corporation. Tammy lives with her husband, Wayne, and their two active children in Stevenson Ranch.
Tamara Klippenstein is a non-registered associate with Cetera Advisor Networks LLC and does not offer securities or advisory services.