Tammy Trenta

Tammy Trenta’s Followers (2)

member photo
member photo

Tammy hasn't connected with their friends on Goodreads, yet.


Tammy Trenta

Goodreads Author


Website

Twitter

Genre

Member Since
October 2024


Tammy Trenta, MBA, CFP®, CTP, CExP is the founder and CEO of a successful family office, where she provides comprehensive financial planning services to high–net worth individuals and business owners. With over two decades of experience in wealth management, estate planning, tax strategies, and business succession, Tammy’s expertise helps clients create and protect generational wealth. As a Certified Financial Planner® (CFP®), Certified Tax Planner (CTP), and Certified Exit Planner (CExP), she offers an integrative approach to financial planning that ensures long-term stability and growth.

In her book, Wisdom to Be Wealthy: Accelerate to the Top 1% and Create Generational Wealth Using the Family Office Blueprint, Tammy shares the strategies
...more

Average rating: 5.0 · 2 ratings · 1 review · 3 distinct works
Wisdom to Be Wealthy: Accel...

it was amazing 5.00 avg rating — 2 ratings
Rate this book
Clear rating
Wisdom to be Wealthy: Accel...

0.00 avg rating — 0 ratings
Rate this book
Clear rating
Wisdom to Be Wealthy: Accel...

0.00 avg rating — 0 ratings
Rate this book
Clear rating

* Note: these are all the books on Goodreads for this author. To add more, click here.

Quotes by Tammy Trenta  (?)
Quotes are added by the Goodreads community and are not verified by Goodreads. (Learn more)

“Without strategic management, one can quickly lose wealth. It's not just about earning and investing - it's about making informed, well-considered financial decisions.”
Tammy Trenta, Wisdom to Be Wealthy: Accelerate to the Top 1% and Create Generational Wealth Using the Family Office Blueprint

“Many people achieve the most important step of creating wealth, but then they make critical investment mistakes because they lack the knowledge to assess risk effectively.”
Tammy Trenta, Wisdom to Be Wealthy: Accelerate to the Top 1% and Create Generational Wealth Using the Family Office Blueprint

“You want your money to be invested so it can make you money in a way that exceeds the inflation rate.”
Tammy Trenta, Wisdom to Be Wealthy: Accelerate to the Top 1% and Create Generational Wealth Using the Family Office Blueprint




No comments have been added yet.