Tammy Trenta

Tammy Trenta, MBA, CFP®, CTP, CExP™ is the founder and CEO of a successful family office, where she provides comprehensive financial planning services to high–net worth individuals and business owners. With over two decades of experience in wealth management, estate planning, tax strategies, and business succession, Tammy’s expertise helps clients create and protect generational wealth. As a Certified Financial Planner® (CFP®), Certified Tax Planner (CTP), and Certified Exit Planner (CExP™), she offers an integrative approach to financial planning that ensures long-term stability and growth.

In her book, Wisdom to Be Wealthy: Accelerate to the Top 1% and Create Generational Wealth Using the Family Office Blueprint, Tammy shares the strategies used by the wealthy to build multi-generational wealth. Her work emphasizes the importance of financial independence, tax efficiency, and investment diversification through the family office model. Tammy’s insights have been featured in national media, and she is a sought-after speaker and consultant in the financial services industry.

With a bachelor’s degree and MBA from Arizona State University, Tammy is committed to empowering others to take control of their financial future. She is passionate about making financial literacy accessible to all and believes that anyone, with the right guidance and enough time, can achieve financial independence.