Tanya Walliser
CFP®
Condor Capital Wealth Management
Executive VP, Client Service & Financial Planning
Tanya Walliser
CFP®
Condor Capital Wealth Management
Executive VP, Client Service & Financial Planning
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Tanya Walliser, CFP®
Fee-Only financial planner located in Martinsville, NJ, serving clients locally and across the country
Tanya Walliser is a Martinsville, NJ fee-only financial planner. Condor Capital Wealth Management provides comprehensive financial planning, estate planning, and retirement plan management to help high net worth families, business owners and corporate executives organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Tanya Walliser is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Tanya Walliser has been a member of the Condor Capital team since June 2008 after graduating from The University of Maryland in College Park, MD, with a Bachelor of Arts degree in Economics and a minor in Spanish Language. While Tanya has held several positions at Condor over the years, she currently spends her time working with clients to achieve their goals and objectives in all areas of their financial life. She is particularly versed in estate planning for high net worth families and has worked with clients, attorneys, and accountants to settle many complex estates. Tanya is Series 65 certified and earned her CERTIFIED FINANCIAL PLANNER™ designation in January 2014.
Tanya is a member of the Financial Planning Association (FPA), which allows her access to resources that provide professional development opportunities and the ability continue growing her skillset to benefit Condor’s clients. Additionally, Tanya is also a NAPFA-Registered Financial Advisor®, which is the leading title to identify professional, ethical, fee-only financial advisors.
When she is not in the office, Tanya enjoys spending time with her husband, Michael (Condor’s own Chief Operating Officer) and her daughters, Avery and Dylan. Running around behind her small children keeps her pretty busy but Tanya enjoys the daily adventures with her family.
Tanya Walliser is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Founded in 1988, Condor Capital is an employee owned SEC-registered investment advisor. We strive to be more than just your investment manager by providing a comprehensive range of financial planning services. We provide our investment management services on a fee-only basis. Our fees are based on the size of our clients' portfolios, rather than commissions or number of trades, so there is no conflict of interest regarding our investment decisions. As part of our integrated approach to investment management, we provide you unlimited and thorough financial planning advice on a complimentary, as-needed basis. We pride ourselves on providing wealth management solutions that combine investment management, financial planning, and relationship management services, including consulting with your other advisors, allowing you to streamline your complex financial affairs.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
-
Tanya Walliser is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
-
Tanya Walliser is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
-
Tanya Walliser is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
-
Tanya Walliser is Quoted in Financial Advisor Magazine: "Young At Heart And Age"
-
Tanya Walliser is Quoted in Financial Advisor Magazine: "FPA of N.J. Awards Two Condor Capital Employees"
-
Tanya Walliser is a Member of the NexGen Special Interest Group for the Financial Planning Association of New Jersey
-
Tanya Walliser is a Supporter of STEM Guyana
Contact Tanya Walliser
Office Locations:
-
1973 Washington Valley Rd
Martinsville, NJ 08836
