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Our financial advice team


Tamara Colon

Tamara Colon

Financial Advisor

Associate Vice President
The Burg Group
21
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.

Areas of focus

  • Wealth Preservation Strategies
  • Women's Financial Strategies
  • Investments
  • Retirement Planning Strategies

Interests

  • Family
  • Boating
  • Fishing
  • Race Cars
  • Reading Books
  • Traveling
  • Community Participation

Qualifications

  • California Life and Health Insurance License
  • FINRA Series 7
  • FINRA Series 66
  • FINRA Series 31

Education

  • San Jacinto High School with Honors

Professional associations

  • Soroptimist International of the Americas

Previous experience

  • Financial Advisor, Wells Fargo Advisors, Temecula, CA, 2008-2018
  • Financial Advisor, Citigroup Global Markets Inc., Temecula, CA, 2004-2008
  • Financial Advisor, Morgan Stanley DW Inc., Temecula, CA, 2000-2004

Community participation

  • Soroptomist International of North San Diego
  • Leukemia & Lymphoma Society