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Tamara Warfield - Financial Advisor in Allen, TX

Tamara Warfield

Financial Advisor

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We are rooted in faith and anchored in wisdom. We have the privilege of working with families and business owners, helping them build an amazing life of significance so they can take care of the people they love and the causes they care abo...... Show More
Location & Business Hours
Friday
08:00AM to 05:00PM
Saturday
appointment
Sunday
appointment
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About
We are rooted in faith and anchored in wisdom. We have the privilege of working with families and business owners, helping them build an amazing life of significance so they can take care of the people they love and the causes they care about, make the world a better place, and for many make a kingdom impact.As a financial advisor, I am driven by the joy of helping people acquire financial security. While growing up in Lubbock, I learned the value of a dollar through hard work. I later paid my way through college, working full time and graduating from Texas Tech University in 2000.We believe financial advice, when rooted in timeless principles, offers more than just stability — it provides clarity, direction and confidence. Money is not an end, but a tool for purposeful living. Managing it wisely is a form of stewardship, and we are called to help clients align their finances with their values and goals.I received the CFP® certification from the Certified Financial Planner Board of Standards Inc. The CFP® certification is awarded to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility, and comply with the Financial Planning Practice Standards. When I'm not working, I'm usually in Melissa spending time with my family. I have been married to my husband, Dan, for more than 20 years, and we have three amazing, active children: Abigail, Ethan and Katelyn. We spend a lot of time visiting the Universality of Arkansas, where our oldest is attending, cheerleading and spending time outdoors. I also love great food and have a passion for travel.
Specialities
Wealth Strategies
Divorce Finances
Business Retirement Plans
Retirement Income Strategies
Retirement Savings Strategies
Entrepreneurs & Business Owners
Spending Time with Family
Cooking
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FAQs
Here are some Frequently Asked Questions about Tamara Warfield
What organization is Tamara Warfield associated with?
Tamara Warfield is associated with Edward Jones.
What is Tamara Warfield’s work email address?
Tamara Warfield’s professional email address is t*************d@e**********.com. You can also email Tamara Warfield by clicking on the contact Tamara Warfield.
Where is Tamara Warfield based out of?
Tamara Warfield’s primary location is Allen, TX.
What is Tamara Warfield's phone number?
Tamara Warfield's phone number is (469) 352-9958
What is Tamara Warfield's title??
Tamara Warfield is a Financial Advisor.