Tanya Frias

Tanya Frias has an extensive work experience in the financial planning and investment industry. Tanya is currently working as the Director of Financial Education and Planning at Andwise and the Director of Financial Planning at WealthMore. Prior to these roles, they worked as an SME-Content Developer at Madecraft. Tanya has also held positions at Freeman Capital, where they served as the Chief Financial Planning & Operations Officer and Co-Founder, and as the Financial Planning Strategy Lead. Tanya also worked at Frias Financial Planning as the Principal. Tanya's earlier experience includes roles at MassMutual, Wells Fargo Advisors, J.P. Morgan, HSBC, and Merrill Lynch. Tanya has had various positions such as Wealth Management Advisor, Financial Planner, Financial Advisor, Vice President - Investments, and Private Client Advisor. Tanya's expertise lies in financial analysis, goal identification, investment solutions, and wealth management.

Tanya Frias has a Bachelor of Science degree in Computer Information Systems, which they obtained from John Jay College (CUNY) in 2002. In 2007, they completed a certification in Financial Planning from New York University. Tanya is currently pursuing an Executive MBA in Business Administration and Management from Northwestern University - Kellogg School of Management, which they are expected to complete in 2024. Additionally, they hold a certification as a CERTIFIED FINANCIAL PLANNER™, which they obtained in 2008 from the CFP Board.