BakerAvenue Wealth Management
Prior to joining BakerAvenue, Tanya was the Director of Wealth Management for Polaris Wealth Advisers. In addition to advising some of the wealthiest clients at the firm, she was responsible for overseeing vision, training, and execution of the wealth management team. Prior to this, Tanya began her career in the financial services industry with UBS where she worked as a Financial Advisor.
Tanya graduated from the Wharton School, University of Pennsylvania, with a B.S. in Economics. She is a Certified Financial Planner® (CFP®) and Chartered Financial Analyst (CFA) charter holder and also an active member of the Financial Planning Association of San Francisco and CFA Society of San Francisco.
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BakerAvenue Wealth Management
We believe Baker Avenue Asset Management offers a smarter, safer approach to growing and preserving your wealth. Our innovative investment style builds powerful downside protection into a strategy for long-term growth.