Tamar Barnaba

Background

About Tamar Barnaba

Clients are my priority-their success and comfort are what matter most to me. I'm a Financial Advisor with Merrill in Pasadena. I advise individuals, families, and businesses, helping them discern what they want to accomplish with their wealth and advancing those goals, steadily and thoughtfully. A first generation American, I believe in the power and possibility of the American dream. I've made a difference in the lives of clients through my hard work, responsiveness, and utter commitment to their well-being. I don't just speak these words-I live them. I am relentless in looking for ways to add value, uncover efficiencies, and enhance the lives of the clients I serve. THE PEOPLE I HELP: • Business owners, executives, and professionals look to me to help them save time, so they can focus on their professional and personal commitments. I know how precious their time is, so I do the research and legwork to help them make informed decisions. I also oversee time-sensitive initiatives, orchestrating effective collaboration for complex transactions. • Retirees look to me for help in evaluating the timing and structure of their retirement decisions, from generating a sufficient cash-flow to preserving their quality of life. I am adept in analyzing the factors and scenarios that can yield a more secure financial future, tailoring my outreach to each client's unique priorities. • Individuals seek my advice at important crossroads in their financial lives. For some, that can mean empathetic advice during a divorce or death of a loved one. For others, it can mean a more cohesive approach to building wealth after a promotion or an inheritance. Whatever the life event, I am an attentive listener who is skilled in translating client needs into purposeful action. OUTSIDE OF WORK: I love spending time with my husband and son. I also enjoy baking, cooking, family traditions, exploring new destinations, and spending time at the beach.