Tara Rangbar

Senior Relationship Manager

Tara Rangbar, CFP®, currently serves as a Senior Relationship Manager and Wealth Management Planning Consultant at Fidelity Investments, a position held since October 2012. Prior experience includes roles as an Account Associate at DONER Advertising, a Financial Advisor at Morgan Stanley and UBS Financial Services Inc., and a strong foundation in financial planning and management. Tara holds an MBA in Finance from Keller Graduate School of Management and a Personal Financial Planning Certificate from the University of California, Los Angeles, alongside a BA in Sociology and Japanese from UC Santa Barbara.

Location

Ladera Ranch, United States

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