True North Advisors
Tara L. Scottino has a diverse and extensive work experience in the financial planning and investment management industry. Tara L. is currently the Principal, Vice President, and Senior Wealth Manager at True North Advisors since November 2014. Tara has been actively involved in the Financial Planning Association, serving as the Past President of the Dallas/Fort Worth chapter in 2000 and as a member of the Chapter Leaders Advisory Council from 2011 to 2013. Tara L. also contributed their expertise to the Foundation For Financial Planning as a Board Member from 2008 to 2014. Additionally, Tara has held senior positions at Carter Financial Management, where they served as the Senior Vice President from December 2007 to October 2014, and The Capital Chart Room, where they were the Senior Vice President from February 2006 to November 2007. Tara is a dedicated professional who has also volunteered as a Triathlon Coach for The Leukemia & Lymphoma Society from May 2007 to December 2011. Tara L.'scareer reflects their commitment to the financial planning industry and serving their clients' needs.
Tara L. Scottino, CFP obtained their Bachelor's degree from Texas A&M University, where they studied from 1995 to 1997. Prior to their time at Texas A&M, they attended Tarleton State University from 1993 to 1994. In 2002, Tara obtained the Certified Financial Planner certification from the CFP Board of Standards. This is the extent of the provided information regarding Tara L. Scottino's education history.
True North Advisors
True North Advisors is made up of skilled and caring individuals who are committed to an independent, client-centric approach to managing wealth. Our team is experienced and credentialed in both financial planning and portfolio management. We come together from different backgrounds and with different strengths to serve our clients’ needs in astrategic and proactive way. Our expert wealth advisors design highly customized, holistic financial plans that are uniquely focused on what matters most to you. Our team works in tandem with you, your estate planner and/or your CPA. Our disciplined, long-term approach has the flexibility to adapt to your circumstances as they change. It is, in essence, a financial roadmap to help you reach your goals. It is your True North, and we provide the expertise and financial vehicles to get you there. Our Investment Team builds global, diversified, multi-asset class portfolios with broad exposure to equities, fixed income, real assets, hedge funds and private equity investments. Our value-oriented approach allows us to be opportunistic when valuations are cheap, and defensive when they are expensive. We use a functional asset class framework to build portfolios that categorizes investments by their objective rather than by traditional asset class definitions. We provide advice that’s inspired by aspirations, not sales commissions.