Tahne Kariguddaiah

Tahne is a financial planner assistant who supports the team here at Private Wealth Financial Partners. She joined the firm in October 2021 while in university and has continued to service the team full time in a multitude of ways. She manages clients scheduling needs, prepares materials for client meetings, runs investment and portfolio analysis for client accounts, and handles our retirement planning platform ‘eMoney’ for our planning clients. She also takes care of various account maintenance responsibilities pertaining to client investment  accounts, insurance, and annuities.

Tahne graduated from UCLA with a Bachelor of Science degree in Economics in 2023 and currently resides in Brooklyn, New York. In her spare time, she enjoys reading, trying new foods, and traveling when she can.