Advisor profile


My approach

Irene Tata - My approach photo

Personalized advice to help you achieve your goals

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach.

I take the time to understand what’s truly important to you. Together, we document your goals, track your progress and make ongoing recommendations to help you diversify your portfolio, and adjust to whatever life brings — both the expected and the unexpected.

With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you feel confident, connected and always in control of your financial life.

Irene Tata - My approach photo

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Investments
  • Tax Planning Strategies
  • Insurance
  • Retirement Plan Distribution
  • Retirement Income Strategies
17
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • APMA® Accredited Portfolio Management Advisor℠
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • Wharton School - University of Pennsylvania, BS Economics, Finance 1988

Interests

Enjoy travel especially to visit family in Senegal and Europe with my husband and two daughters. I also enjoy art museums, a good opera, hiking and biking on the street in new cities.

Professional associations

  • The Greater Bethesda-Chevy Chase Chamber of Commerce
  • The Wharton Club of DC

An alliance with Nymeo Federal Credit Union

As an Ameriprise financial advisor, one of my missions is to support local institutions and businesses in my community. This is why we’re part of the alliance between Ameriprise Financial Services, LLC and Nymeo Federal Credit Union.

Through Nymeo Federal Credit Union’s investment services program, we’re able to collaborate with Nymeo Federal Credit Union’s staff and provide financial and investment planning services to their members. It’s another way for me to help more individuals and families achieve financial wellness.

Investment products: Not Federally Insured | No Financial Institution Guarantee | May Lose Value
Ameriprise Financial and the financial institution are not affiliated.