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Deborah Tata, Financial Advisor serving the Middlebury, CT area - Ameriprise Advisors

Deborah Tata

CFP®, MBA, ChFC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Bluebird Wealth Advisors
31
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 1 reviews

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Insurance
  • Women's Financial Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • ChFC® Chartered Financial Consultant®

Education

  • University of New Haven, MBA
  • Post College, BS in Accounting

Professional associations

  • The CT Estate & Tax Planning Council, Inc
  • The Woman's Club of Woodbury
  • Toastmasters International
  • American Association of University Women
  • Financial Planning Association

Previous experience

  • 1990 - 1992 - Senior Business Consultant, Information Systems Inc, Farmington CT, 3 years
  • 1985 - 1990 - Manager Financial Systems, Hospital of St. Raphael, New Haven CT, 6 years
  • 1980 - 1985 - Senior Accountant, Uniroyal World Headquarters, Middlebury CT, 5 years

Community participation

  • Monitor for the Whittemore Wildlife Sanctuary Woodbury
  • Women's Business Development Council
  • Working Women's Forum

Interests

    My Core Values: Health, Independence, Spirituality, Education, and Helping Others
  • Kayaking
  • Hiking with my dog (Boxer Mix)
  • Cooking classes with friends
  • Reading
  • Golfing