Tamara Witham, CFA, CFP®
Financial Planning/ Investing for First-Gen Americans & Foreign-born Families.
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Serving Clients Nationwide
Financial Planning/ Investing for First-Gen Americans & Foreign-born Families.
Areas of Focus
- Compensation Planning
- Credit Scores
- Education Funding
- Employee Benefits
- Equity Compensation Options
- Family and Money
- Investment Management
- Retirement Planning
- Taxes
About Tamara Witham, CFA, CFP®
I educate and empower women and international families for financial success in a non-judgemental and personal way.I founded GreenLife Advisors in 2018 to transform the typical financial advising relationship into one that genuinely serves clients with non-judgemental and personalized experiences tailored to each client's unique needs and goals.
Our focus is helping families—many are first-generation Americans or recent immigrants—get organized and set up for long-term financial success. My clients come from widely diverse backgrounds. I also welcome single women clients and provide a welcoming environment. I respect and value each family. Everything we do, from our services to operations to outreach, ladders up to this purpose.
What inspires me most is the personalized experience we've created. While my degrees in business and finance allow me to handle the analytical details, my real passion is spending time with clients and guiding them toward the future they envision.
I am uniquely positioned to help you and your family through both my personal experiences and the knowledge gained from working directly with families like yours. I also understand working parents' time demands and needs, having been one myself for years. I’m a mother of two teenagers, one of whom is part of the LGBTQ+ community.
I hold the credentials and have the education to help:
✅ Certified Financial Planner™ (CFP) professional
✅ Chartered Financial Analyst® (CFA) designation
✅ Masters of Business Administration, University of Chicago Booth School of Business, Finance
✅ Bachelor of Arts, University of Rochester
The additional details that sets us apart:
I understand working parents' time demands and needs, having been one myself for years. I make myself available to meet evenings and weekend hours, at times that are most convenient to you. I’m a mother of two teenagers. I’m also the proud owner of a very fluffy mini Goldendoodle.
Schedule a free 15-minute consultation to get started. Once again, welcome!
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Chartered Financial Analyst (CFA)
- Master of Business Administration (MBA)
Affiliations
-
CFA Institute
- CFP Board
- Fee Only Network
- National Association of Personal Financial Advisors
- XY Planning Network
- CFP Board
Primary Location
500 Mamaroneck Ave, Suite 320 Harrison, NY 10528
Video
https://www.youtube.com/channel/UCsu6AG-eFTTOmFwNCoze0nwMeeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- Hourly Rate
- Per Session
- Subscription
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory call on my website. The purpose of our initial meeting is to understand your unique needs and goals and to assess if we are matched well. The next step is another complimentary deep dive meeting where we review the exact processes and analysis the engagement will take. There will never be any judgments or pressure, just a welcoming introduction to our offerings and expertise.Offers Investment Management
Yes
About Greenlife Advisors
GreenLife Advisors was created to help you reach your financial goals through a pragmatic planning and investing process. We are passionate about working with first-generation American and immigrant families and helping make a difference in their lives.We are a member of NAPFA and of XY Planning Network, organizations dedicated to fee-only financial planning professionals. We choose to practice as fee-only advisors as we believe that best enables us to act as a true fiduciary for you rather than encounter the conflicts of interest inherent in commission-based compensation, as is the case with many other financial advisors focused on selling products.
As GreenLife Advisors is a fee-only financial planning and investment advisory firm, we will not sell any commissioned product.
SERVICES WE OFFER
We are ready to help you throughout every step of your financial journey. Whether it’s providing an upfront consultation, providing hourly services for a few burning questions, developing a full financial plan, or implementing a comprehensive approach to your finances and investments, GreenLife Advisors is ready to work with you. Our services will bring peace of mind and financial stability to your life.
✅ Comprehensive Wealth Management Services
When we holistically manage your financial life and allow you to focus more on your day-to-day life. Both comprehensive financial planning and investment management advice together for one low transparent fee. We offer hourly services as well as long-term engagements. There are unlimited virtual meetings, phone calls, and emails!
Ongoing planning fees start at $1000/ quarter.
Hourly planning fees are $250/hour.
✅ Investment Management Services
When you require just investment management services. Fee-based on assets under management.
WHO WE SERVE
We specialize in planning for families, many of whom are first-generation Americans, permanent residents, or immigrants to the U.S.A. Our client families represent the professional universe, including, but not limited to, consulting, banking, healthcare, real estate, and architecture. The common theme uniting them is that this community often faces unique obstacles to establishing long-term financial security. We can help you get organized and provide solutions for your challenges in a non-judgemental and supportive manner.
We value and respect each individual and family. Our clients vary by race, sex, gender identification, sexual orientation, national origin, native language, religion, age, disability, marital status, and citizenship.
Education
Masters of Business Administration, University of Chicago Booth School of Business, Finance | Bachelor of Arts, University of Rochester
Hobbies and Interests
- Animals
- Exercising
- Family
- Pickleball
- Tennis
SEC Lookup
View DisclosureWho We Serve
- Attorneys
- Baby Boomers
- Blended Family
- Business Owners
- Caregivers
- Corporate Executives
- Couples
- Dual Income Family
- Educators
- Engineers
- Entrepreneurs
- Expats
- Families
- Foreign-Born Individuals
- Gen X
- Gen Y / Millennials
- Healthcare Professionals
- Immigrants
- Intergenerational Families
- Investors
- LGBTQ Couples
- Parents
- Physicians
- Real Estate Agents
- Sales Professionals
- Women Professionals
- Young Families
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