Taralee

Sundberg

picture of a planner

Here to act in your best interests

About me

I am honored to have the opportunity to partner with hardworking Americans to design a retirement strategy that provides them an opportunity to create financial security for years to come. I take my clients' trust very seriously, and I work hard to be worthy of it every single day. In my spare time, I enjoy spending time exploring our beautiful country with my four kids and our puppy Cody.

Education

Bachelor of Science, Business Management - University of Utah

Visit one of our Locations

Seattle I - Lynnwood

20700 44th Ave W.

Suite 240

Lynnwood, WA 98036

Salt Lake City I - Salt Lake City

2795 East Cottonwood Parkway

Suite 670

Salt Lake City, UT 84121

Phoenix - Virtual Advisors

4742 N. 24th Street

Suite 400

Phoenix, AZ 85016

Working with Us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

 

Certain services provided on an educational and guidance basis only.

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