Officially I’m Caroline Tanis CDFA MBA. But since we’re friends now please call me Caroline. I started my career in Wealth Management at Merrill Lynch where I spent almost five years building my practice. In order to best service my present and future clients I took the leap and created Tanis Financial Group (TFG as you will commonly see me refer to it as). TFG is proudly part of the Women’s Wealth Boutique, an independent advisory firm.
I became obsessed with financial planning and financial empowerment after realizing how little we as women are taught about this topic. I am now on a mission to break this cycle. I began with education and learning as much as possible (and continue to do so everyday). At the University of Delaware I received my B.S. in Financial Planning and Wealth Management. After that I began at Merrill Lynch where I completed my Series 7, 66, and Life and Health Insurance licenses. To continue my education I earned my MBA at St. Joseph’s University with a concentration in Finance while also completing my Certified Divorce Financial Analyst® designation. All of this so I can best serve and educate other women.
A ship in the harbor is safe, but that is not what ships are built for
-John A. Shedd
MEET THE TEAM
Welcome to Tanis Financial Group, TRG, or The Group as we like to call it around here. We are on a mission to help you build your dream life. To do this we provide a wide range of resources like courses, blog posts, 1:1 strategy sessions, and comprehensive financial planning. It is our belief that at every stage of life you need specific tools to help you fulfill your dreams.
Below meet our ever expanding team. Please meet Caroline Tanis who is founder, owner and lead Financial Advisor. At TFG we take security very seriously so in addition to top of the line technology and a double authentication process we hired Chester.
Camille Ledda
Director of Estate Planning
Caroline Tanis CDFA®
Financial Advisor, Strategist, Speaker
Chester
Head of Security; Expert Napper
Financial Independence Group (FIG)
Tanis Financial Group has partnered with Financial Independence Group to utilize their team of insurance specialists; through this partnership, we are able to provide long term care if insurance, disability insurance, or annuities as part of a clients financial plan when appropriate.
Officially I’m Caroline Tanis CDFA MBA. But since we’re friends now please call me Caroline. I started my career in Wealth Management at Merrill Lynch where I spent almost five years building my practice. In order to best service my present and future clients I took the leap and created Tanis Financial Group (TFG as you will commonly see me refer to it as). TFG is proudly part of the Women’s Wealth Boutique, an independent advisory firm.
I became obsessed with financial planning and financial empowerment after realizing how little we as women are taught about this topic. I am now on a mission to break this cycle. I began with education and learning as much as possible (and continue to do so everyday). At the University of Delaware I received my B.S. in Financial Planning and Wealth Management. After that I began at Merrill Lynch where I completed my Series 7, 66, and Life and Health Insurance licenses. To continue my education I earned my MBA at St. Joseph’s University with a concentration in Finance while also completing my Certified Divorce Financial Analyst® designation. All of this so I can best serve and educate other women.
A ship in the harbor is safe, but that is not what ships are built for
-John A. Shedd
In my spare time I aim to be active in my community. I serve as a member of The University of Delaware Alumni board and am a leader of Believe Inspire Grows Northern New Jersey Pod. For fun, I am an avid traveler, beach goer, and love to host parties for family and friends. I am always on the hunt for my next travel destination or recipe.
