In the world of finance, experience and expertise are invaluable qualities that clients seek in a trusted advisor. Charles “Chuck” Tarara, the principal of Tarara Asset Management, embodies these qualities and more. With over four decades of industry experience, Chuck has established himself as a knowledgeable and reliable financial advisor dedicated to helping clients build long-term wealth and secure their financial futures. He just joined and currently partnered with us Lion’s Wealth Management.
A Journey of Dedication and Growth:
Chuck’s career in the financial services industry began in 1982 when he joined Planners Financial Services, Inc. as an independent Financial Advisor in Minneapolis, MN. Over the course of 41 years, Chuck has continuously demonstrated his commitment to his clients, providing them with sound financial advice and helping them navigate the complexities of the financial world. Prior to his tenure at Planners Financial Services, Chuck served as the manager of Pension and Profit Sharing Sales for Aetna Retirement Services in St. Paul, MN from 1972 to 1979. This experience gave him valuable insights into retirement planning and deepened his understanding of investment strategies.
Educational Background and Military Service:
Chuck’s journey toward becoming a respected financial advisor was shaped by his education and military service. He attended St. John’s University in Collegeville, MN, where he earned a Bachelor of Arts degree in English. Following his graduation, Chuck spent two years in active duty in Vietnam, showcasing his dedication to serving his country. He continued his service as a member of the U.S. Army Reserve for 28 years, eventually retiring with the rank of Army Lieutenant Colonel. The discipline, leadership, and attention to detail he acquired during his military career have undoubtedly influenced his approach to financial planning and advising.
Professional Accomplishments:
Chuck’s commitment to professional excellence is evident in his extensive list of credentials and affiliations. He is an Investment Adviser Representative (IAR) and holds Series 63 and 65 Securities registrations. Furthermore, he has earned the prestigious designation of Chartered Financial Consultant (ChFC), showcasing his advanced knowledge in the field of financial planning. As a testament to his industry standing, Chuck was the past president of the St. Paul Chapter of the American Society of Chartered Financial Consultants. He is also an active member of the Minneapolis Estate Planning Council and the Minnesota chapter of the International Association of Financial Planners.
Expertise and Client Approach:
At Tarara Asset Management, Chuck and his team operate a fee-based firm focused on collaborating closely with clients to build long-term wealth and ensure the responsible management of their investment portfolios. Chuck’s expertise lies in Retirement Planning, Investment Management, and Financial and Estate Planning. By leveraging his extensive experience and comprehensive understanding of the financial landscape, Chuck assists clients in defining their financial goals, designing tailored investment strategies, and securing their financial future. His holistic approach to financial planning ensures that clients receive personalized solutions that align with their unique circumstances and aspirations.
Life Beyond Finance:
Chuck’s dedication to his work is matched by his commitment to his personal life. He resides in Mendota Heights with his wife, Nancy, and finds joy in spending quality time with his grandchildren. Chuck is an avid reader and believes in the power of continuous learning. He is also passionate about travel and embraces the opportunities to explore new cultures and broaden his horizons.
Conclusion:
Charles “Chuck” Tarara’s enduring career as a financial advisor spanning over four decades is a testament to his unwavering commitment to his clients’ financial success. With his extensive knowledge, impressive credentials, and dedication to lifelong learning, Chuck is a trusted partner in helping clients achieve their long-term financial goals. By combining his expertise
The commentary presented herein contains the opinions of Lions Wealth Management, Inc., a State of Minnesota Registered Investment Advisor. This information should not be relied upon for tax purposes and is based upon sources believed to be reliable. No guarantee is made to the completeness or accuracy of this information. Lions Wealth Management, Inc. shall not be responsible for any trading decisions, damages, or other losses resulting from, or related to, the information, data, analyses or opinions contained herein or their use, which do not constitute investment advice, are provided as of the date written, are provided solely for informational purposes, and therefore are not an offer to buy or sell a security. Investments in securities are subject to investment risk, including possible loss of principal. Prices of securities may fluctuate from time to time and may even become valueless. This information has not been tailored to suit any individual.