Tara falcone, CFA, CFP® | founder
Hello! I'm Tara. I'm a CERTIFIED FINANCIAL PLANNER™ pro, CFA® charterholder, former hedge fund analyst, Yale graduate, and the Founder of ReisUP.
But at my core, I'm blue collar girl from small-town America. I grew up in a paycheck to paycheck family, and was a first-generation, low-income college student, so 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 as a pre-med Spanish major, and all I've ever wanted to do 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 money 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 - people like YOU - get a leg up, financially. I realized that I could do that by increasing financial education and access for today's generation. And so ReisUP was born.
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!
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