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Our financial advice team


M Tadd Barnett

M Tadd Barnett

MBA

Financial Advisor

WGG Wealth Partners
8
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

  • Investment Management
  • Retirement Planning Strategies
  • Saving for Education
  • Insurance

Interests

Outside of the office, Tadd loves all things sports. He enjoys exercising; playing golf, basketball, softball, tennis, ping-pong, and pickle ball. In his spare time, he enjoys reading and studying about religion.

Qualifications

  • FINRA Series 7, Series 66

Education

  • Bachelor of Science, Interdisciplinary Studies in Business and Communication, Arizona State, 2006
  • Master of Business Administration, University of Phoenix, 2010

Previous experience

  • Blueprint Financial and Insurance Services, LLC., 2012-2015
  • MassMutal Financial Group, 2015 - 2019

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

  • Charity Fall Classic Golf Tournament
  • Toys for Tots Toy Drive
  • Placer Food Bank Can Food Drive
  • The Church of Jesus Christ of Latter-Day Saints Young Men's Program