Welcoming Tanya Frias, CFP® to Andwise

By: Kanav Jain

Published: Aug 17, 2023

📂 About Andwise

Written for:

✅ Medical Students

✅ Residents and Fellows

✅ Early Career Physicians

✅ Mid Career Physicians

✅ Established Professionals

I'm thrilled to announce a new addition to our Andwise family - Tanya Frias, a remarkable talent with a passion for financial empowerment and a wealth of experience in the field of Financial Services.

With over two decades in the industry, including a remarkable 13 years as a Certified Financial Planner, Tanya brings an invaluable wealth of expertise to our team. Her dedication to providing financial planning access to underserved communities and her commitment to eradicating wealth gaps align perfectly with Andwise's core values.

Tanya's educational background is nothing short of impressive. She holds a B.S. in Computer Information Systems from the City University of New York and has completed her CFP® certification at NYU. Additionally, she is a certified Chartered Special Needs Consultant (ChSNC) from the American College. As if that wasn't enough, Tanya is currently further enhancing her financial prowess by pursuing an Executive MBA at Kellogg-Northwestern.

At Andwise, we believe in empowering individuals and businesses through innovative financial solutions, and Tanya's expertise is a perfect fit for our mission. Her wealth of knowledge and unwavering commitment will undoubtedly strengthen our capabilities and drive us closer to our goals.

Please join me in extending a warm welcome to Tanya as she embarks on this exciting journey with Andwise. We're privileged to have her on board as our Director of Financial Education and Empowerment, and I have no doubt that her contributions will play a vital role in our continued growth and success.

Let's look forward to the exciting endeavors and achievements that lie ahead with Tanya on our team!

Warm regards,
Kanav Jain
CEO, Andwise

Ready to take the next step? Financial Education Consultation

With Tanya Frias, CFP®, ChSNC 🟢

1. Schedule a time that works for you

2. Address any burning financial questions with clarity

3. Experience a clearer, brighter financial future

Choose a Time 🚀

Physicians face unique financial challenges, from managing student loans to planning for retirement. At Andwise, we understand these challenges and are committed to guiding you through every financial milestone with the help of Tanya Frias, CFP®, ChSNC®, our Director of Financial Education and Empowerment.

Tanya Frias brings over twenty years of financial services experience to Andwise. With her extensive background as a Certified Financial Planner and her dedication to making financial planning accessible, especially in underserved communities, Tanya is a key asset to our team. Her qualifications include a B.S. from the City University of New York, CFP certification from NYU, ChSNC certification from the American College, and she is currently advancing her knowledge with an Executive MBA from Kellogg-Northwestern.

Read more by Kanav Jain

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