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Tamara Witham, CFA, CFP®

Financial Planning/ Investing for First-Gen Americans & Foreign-born Families.

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Contact Me
Greenlife Advisors Tamara Witham, CFA, CFP® She/Her
Harrison, NY

Serving Clients Nationwide

Financial Planning/ Investing for First-Gen Americans & Foreign-born Families.

(914) 627-8783

Website

Areas of Focus

  • Caregiving for Parents
  • Cash Flow
  • Family and Money
  • Financial Life Planning
  • Investment Management
  • LGBTQ Couples
  • Retirement Planning
  • Taxes

About Me

Hi, I'm Tamara Witham, and my grandparents were foreign-born and immigrated to the U.S.A. I am uniquely positioned to help you and your family through my personal experiences and the knowledge gained from working directly with families in the first-generation American or foreign-born communities. This community 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.

Embrace Your Diverse Heritage: Whether you're a foreign-born American citizen, a permanent resident, or a foreign-born national here on a work visa, we understand the importance of embracing your heritage and educating you to succeed.

Optimize Your Financial Resources: Your dedication and hard work have paid off, allowing you to enjoy prosperity in the United States. At GreenLife Advisors, we help you maximize your available financial resources and secure a stable future for your family.

Supporting Family Abroad: Your connection to your family abroad runs deep, and you may be committed to supporting them. We recognize the significance of maintaining these relationships and provide solutions tailored to your specific needs.

My background: I am a CFP® professional practicing financial planning, which means I will be held to the duty of care of a fiduciary, as defined by the CFP Board. I have 24 years of experience in asset management and planning with Goldman Sachs & Co., PIMCO, GenSpring Family Offices, Bank of America, and 400 Capital Management.

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 and remarried. I’m also the proud owner of a very fluffy mini Goldendoodle.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional
  • 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

Primary Location

500 Mamaroneck Ave, Suite 320 Harrison, NY 10528

Meeting Options

  • Video Conference
  • In-Person
  • Phone
Book Intro Call

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 our Firm

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 Disclosure

Who 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

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

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