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Our financial advice team


Tiffani Linn Tita, Private Wealth Advisor serving the Clinton, NJ area - Ameriprise Advisors

Tiffani Linn Tita

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Gentlestone Wealth
19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Family Finances
  • Saving for Education
  • Insurance
  • Wealth Preservation Strategies
  • Intergenerational Planning
  • Small Business
  • Charitable Giving

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • Series 7 - General Securities Representative Examination
  • Series 66 - Uniform Combined State Law Examination
  • Life and Health Insurance

Education

  • BS, Mass Communications, Minnesota State University, Mankato, Mankato MN

Awards & recognition

  • Five Star Wealth Manager, 2021-2024
  • Gentlestone Wealth, Ameriprise Client Experience Award, 2020-2022

Previous experience

  • Ameriprise Financial - Manager Franchise Engagement and Recruiting, 2015-2019
  • Modera Wealth Management - Financial Advisor, 2015
  • Creative Financial Group - Financial Advisor, 2014-2015
  • Guardian Life Insurance - Sr Sales Training Specialist, 2012-2014
  • Ameriprise Financial - Sr Field Training Leader, 2004-2012

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

  • BW NICE - Lehigh Valley Chapter
  • The Greater Lehigh Valley Chamber of Commerce
  • The Guild of Clinton
  • Hunterdon County Chamber of Commerce
  • Room to Read NJ Chapter

Interests

  • I enjoy spending time with my husband Roger, children Liam and Audrey and our two rescue dogs Dexter & Gotham
  • I love to travel and experience new places with my family.
  • I'm a book lover and history geek who can often be found with a lot of books in progress and a trip planned to Gettysburg regularly.
  • As a breast cancer survivor, I am committed to spreading the word on early detection and giving back where I can.
  • Health is important to me, so I spend time doing weightlifting, barre and spin classes. I'm also always looking for healthy kid-friendly recipes.
  • As a wine lover I enjoy checking out local vineyards with friends.

Our Client Expectations

To fully benefit from working with our team these are our expectations to have a long lasting and valuable relationship.

  • You are open to a collaborative advice relationship with our team and will do your best to provide the information we need as things change throughout our relationship.
  • You will provide feedback and thoughts on how you’d like to work together so we can best serve your needs in the way that you prefer.