Tanya Walliser, CFP®
Executive Vice President, Client Service & Financial Planning
Tanya Walliser has been a member of the Condor Capital team since June 2008 after graduating from The University of Maryland in College Park, MD, with a Bachelor of Arts degree in Economics and a minor in Spanish Language. While Tanya has held several positions at Condor over the years, she currently spends her time working with clients to achieve their goals and objectives in all areas of their financial life. She is particularly versed in estate planning for high net worth families and has worked with clients, attorneys, and accountants to settle many complex estates. Tanya is Series 65 certified and earned her CERTIFIED FINANCIAL PLANNERTM designation in January 2014.
Tanya is a member of the Financial Planning Association (FPA), which allows her access to resources that provide professional development opportunities and the ability continue growing her skillset to benefit Condor’s clients. Additionally, Tanya is also a NAPFA-Registered Financial Advisor®, which is the leading title to identify professional, ethical, fee-only financial advisors.
When she is not in the office, Tanya enjoys spending time with her husband, Michael (Condor’s own Chief Operating Officer) and her daughters, Avery and Dylan. Running around behind her small children keeps her pretty busy but Tanya enjoys the daily adventures with her family.