Tara Falcone

CFA, CFP®, Founder of ReisUP at Trust & Will
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Bio

Tara is a Certified Financial Planner™, CFA® charterholder, and the Founder of ReisUP. She is a member of the Trust & Will Advisor Network, which offers digital estate planning solutions for financial advisors.

Tara is a former hedge fund analyst and a first-generation low-income Yale graduate. She specializes in financial planning for women and military families.

Recent Quotes
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  • This pandemic has highlighted the need for all of us to be a lot more proactive when it comes to protecting our financial health, both while we’re alive and in the event of our, or one of our family members’, unexpected passing. To protect your finances from unexpected events like lockdowns and job loss, you need to prioritize building an adequate emergency fund.

    27 May 2021
  • article
    27 May 2021
  • article
    23 June 2021
  • article
    23 June 2021
Employment
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