Tanya Sheffer's Location
Center Valley, Pennsylvania, United States
Tanya Sheffer's Work
- Client Relationship Manager @ Capital Planning Wealth Management
- Assistant Plan Administrator @ Mid-Atlantic Pension Specialists
- Registered Representative, Series 6,63 Insurance @ FINRA (Financial Industry Regulatory Authority)
- Director of Client Relations @ Trinity Financial Partners
- Financial Advisor @ MassMutual Eastern Pennsylvania
Tanya Sheffer's Skills
- Investments
- Insurance
- Financial Services
- Small Business
- Securities
- Microsoft Office
- Strategic Financial Planning
- Fixed Annuities
- Microsoft Word
- Financial Planning
Tanya Sheffer's Summary
Tanya Sheffer, based in Center Valley, Pennsylvania, United States, is currently a Client Relationship Manager at Capital Planning Wealth Management, bringing experience from previous roles at Mid-Atlantic Pension Specialists, Financial Industry Regulatory Authority (Finra), Trinity Financial Partners and Massmutual Eastern Pennsylvania. With a robust skill set that includes Investments, Insurance, Financial Services, Small Business, Securities and more, Tanya Sheffer contributes valuable insights to the industry. Tanya Sheffer has 2 emails on RocketReach.
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ViewTanya Sheffer
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