Tara falcone, CFP® | founder
Hello! I'm Tara. As mentioned in The Manifesto, I'm a blue collar girl from small-town America. I grew up in a paycheck to paycheck family, and I know what it's like to struggle financially. Because of that, I have a unique perspective on money and an incredibly deep appreciation for every dollar I earn. More importantly, I understand what you might be going through, and I'm committed to helping you achieve your financial goals.
I graduated from Yale University in 2011 with a degree in Spanish and a pre-medical focus. I realize that may seem like an odd combination, especially since I'm now an investment professional. All I've ever wanted to do, though, is help people.
In college, I planned to accomplish that by becoming a doctor. In addition to feeding my language-loving soul, I knew that majoring in Spanish would allow me to better treat America's ever growing Spanish-speaking population. However, in the spring of senior year, I decided I didn't want to go to medical school anymore. Instead, I opted to pursue a career in finance. Having grown up without money, I wanted to learn how to manage it, and how to make every dollar I earn grow.
If you'd like to know more about what inspired that transition, check out my blog post titled How My Father's Death Sparked My Investing Career.
After graduating, I worked as a financial analyst at a small hedge fund in New York City. I was very fortunate to work with and learn from an incredibly talented, close-knit team. It was there that my passion for investing was ignited.
I still yearned to make a difference in the world, though. I wanted to use my knowledge and talents to truly help others. I especially wanted to help people like my friends and family get a leg up, financially. I realized that I could do that by increasing investing education and access for the Everyday Investor. And so ReisUP was born. I am thrilled to be able to help an even larger audience by providing ReisUP's videos in both English and Spanish.
In this endeavor, I am supported by my best friend and college sweetheart. We married in 2014, and have since been sailing wherever the Navy sends us.
In early 2016, I was one of 47 scholarship winners selected by Marie Forleo to participate in B-School, her powerhouse program for entrepreneurs. Thank you, Marie!
I am also a CERTIFIED FINANCIAL PLANNER™ professional and a 2018 Level III Candidate in the CFA Program.