Meet Tanel,
Financial Professional, Numerica Financial Services*
In more than a decade in the financial industry, Tanel is recognized for helping Wenatchee Valley residents make the most of their money. As an investment advisor, she helps clients manage their portfolios so they can live well, both today and into the future.
If her face looks familiar, there’s probably a reason for it. Maybe you’ve seen her around town at one of her favorite community events, like the farmers market. Perhaps you shared a class at Central Washington University, where she earned a bachelor’s degree in information technology and administrative management. And she still gets recognized from her years as a barista, crafting lattes in between classes at Wenatchee Valley College. (Ask her about the craziest coffee order she ever received.)
Living on a small farm growing up, Tanel learned the value of starting where you’re at and helping things grow. She continues to live this principle out today in her home garden and chicken coop — and at her desk in our Wenatchee branch.
Numerica Financial Services is a marketing name of Cetera Investment Services. Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.
Investments are: *Not FDIC/NCUSIF insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency.
Click here to view Cetera Investment Services Important Information and Business Continuity Plan.
This site is published for residents of the United States only. Registered Representatives of Cetera Investment Services LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every adviser listed. For additional information, please contact the adviser(s) listed on the site or visit the Cetera Investment Services LLC site at www.ceterainvestmentservices.com.