Tara Alkire

Senior Client Service Associate - Client Services at HoyleCohen Wealth Management

Tara Alkire is the Senior Client Service Associate at HoyleCohen Wealth Management, previously holding the title of Operations Manager at Davis & Seiley Wealth Management. Tara also served as the Office Manager and Registered Paraplanner at Chef Joshua, Private Chef, with previous experience as a Bookkeeper/Office Manager at Grassi Investment Management, LLC. Tara holds a Bachelor's degree from San Jose State University and has a Financial Paraplanner Qualified Professional™ designation from the College for Financial Planning.

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Timeline

  • Senior Client Service Associate - Client Services

    January, 2023 - present