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Tanya Rhodes, CFA®, CFP®

Portfolio Manager, Seattle

The ultimate goal of financial planning is peace of mind and discovering how to spend your time and money wisely.

Tanya has worked as both a quantitative investment manager and an investment consulting analyst before joining Private Ocean as an Advisor and then a Portfolio Manager. She believes that you best serve your clients by always pursuing learning opportunities in the wealth management arena and bringing that knowledge to the table.

Tanya enjoys creating portfolios that meet the risk and return needs of Private Ocean clients, while taking cash flow and special circumstances into consideration. Asset class allocation is an integral part of delivering a holistic financial plan that helps each client reach their goals. The financial planning process helps each client realize opportunities, and discover what actions to take, and what areas are not a source of worry.

In her personal life, Tanya enjoys a mix of adventurous and intellectual pursuits—from kayaking with her kids to a competitive game of cribbage with them (they love math too!)

Education

  • BA in Economics from UW
  • Chartered Financial Analyst (CFA) ®
  • Certified Financial Planner (CFP) ®
Please see important disclosure information

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