Skip to content

Tammy M. Gruen, MBA, CDFA®

Tammy M. Gruen, MBA, CDFA®

Categories

Forsyth County Financial - Planner/Advisor

About

I work with independent women and busy couples going through transitions such as a job or career change, divorce or loss of a loved one. Important to my investment philosophy is aligning client’s values to investments that can have a positive impact on the world. My background in the tech industry and interest in socially responsible investing are influences for my investing style.

Connect with me if…
- You are a female head of household seeking support due to a major life event such as divorce, loss of a loved one, or remarriage
- You have a family and need help balancing multiple saving challenges in addition to retirement, such as college education for kids or care giving for parents
- You are considering or recently made a career change and would like to better understand the financial impact
- You are interested in attending my FREE educational webinar - (Financial) Life After Divorce

Visit LinkedIn for more info on my background: https://www.linkedin.com/in/gruen-financial-planning/


Certified Divorce Financial Analyst | Comprehensive Financial Planning | Financial Advisor for Women

Powered By GrowthZone