Taralee Sundberg

picture of a planner

Here to act in your best interests

About me

I am honored to have the opportunity to partner with hardworking Americans to design a retirement strategy that provides them an opportunity to create financial security for years to come. I take my clients' trust very seriously, and I work hard to be worthy of it every single day. In my spare time, I enjoy spending time exploring our beautiful country with my four kids and our puppy Cody.

Education

Bachelor of Science, Business Management - University of Utah

Visit one of our Locations

Seattle I - Lynnwood

20700 44th Ave W.

Suite 240

Lynnwood, WA 98036

Salt Lake City I - Salt Lake City

2795 East Cottonwood Parkway

Suite 670

Salt Lake City, UT 84121

Phoenix - Virtual Advisors

4742 N. 24th Street

Suite 400

Phoenix, AZ 85016

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