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Your Journey
Our Partnership
in Tandem

Guidance for individuals and couples approaching or living in retirement.
Helping coordinate retirement planning, investments, taxes and protection strategies for the journey ahead.

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How We HelpLearn More About Us

Workshops Near You

Explore our upcoming educational events designed to provide clarity on the complexities of retirement planning.

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Planning in Tandem

Discover how our collaborative approach helps synchronize your financial decisions for the long term.

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Meet the Team

Get to know the professionals dedicated to supporting your retirement journey every step of the way.

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What We DoGuiding the Bay Area
to a Confident Retirement

We believe that after decades of hard work, you deserve a team that listens. Tandem Financial Advisors, LLC. focuses on creating tailored strategies that support your lifestyle goals.

  • Financial Planning
  • Asset Management
  • Tax-Efficient Strategies

Who We Are 
Dedicated to Hardworking Families

Guidance for individuals and couples approaching or living in retirement. We help coordinate retirement planning, investments, taxes, and protection strategies for the journey ahead

Tracy Tamura, ABFP, ChFC, CLU

Tracy Tamura, ABFP, ChFC, CLU

Managing Partner, Founder

TJ Tamura

TJ Tamura

Managing Partner, Founder

Beginning Our Process

A Strategy Tailored to You

Discover how our four-phase planning process helps bring clarity and structure to retirement planning decisions.

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Understanding Your Goals

We begin by listening. Our goal is to understand your unique retirement vision, lifestyle priorities, and financial concerns to ensure your plan is built on what matters most to you.

Design

Building Your Strategy

Using the information gathered, we develop a coordinated retirement strategy. We analyze income needs, tax implications, and investment goals to create a clear roadmap for the journey ahead.

Implement

Putting the Plan into Action

Once your strategy is finalized, we handle the coordination. We help implement the recommendations and align your accounts and planning tools to move your plan forward smoothly.

Guide

Ongoing Partnership

Financial planning is an ongoing journey. We continue to work alongside you to monitor your plan, provide guidance, and make adjustments as your life and the markets evolve.

View Our Full Process +

Plan Today for a
Stronger Tomorrow

3478 Buskirk Ave
Suite 1000
Pleasant Hill, CA 94523
(By appointment only)

Email:

info@tandemfa.com

Office:

925-293-2228

Text:

925-276-9799

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