Congratulations Tara!

We are proud to announce that Tara Bolinski was recently awarded the Certified Trust & Financial Advisor (CTFA) professional certification from the American Bankers Association (ABA).  This certification validates Tara’s experience and depth of education in the wealth management industry.

The CTFA certification is awarded to individuals who demonstrate excellence in the field of wealth management and trust. To qualify for the CTFA certification, individuals must have certain levels of experience and education in the trust profession, pass an exam, and agree to abide by a code of ethics. The CTFA exam covers many areas including fiduciary and trust activities, financial planning, tax law and planning, investment management, and ethics.

Tara joined our Trust Services Team in January 2019.  She came to SCG having expertise in new business acceptance, trust compliance, administration, and client service. Previously, Tara worked as a Social Worker for a nonprofit organization. Her most recent role was On-Boarding Manager at a Wilmington-based trust company. Tara is a graduate of York College of Pennsylvania with a degree in Criminal Justice.

Financial services professionals, working through ABA, initiated the CTFA certification in order to establish meaningful standards of knowledge in specialty areas of the financial services industry. ABA Professional Certifications formally recognize those who meet these standards and professional continuing education and development requirements, and they promote the highest standards of performance in the financial services industry by validating individuals’ knowledge and expertise.

Congratulations Tara!

Santora CPA Group
Call us 302-737-6200