Nila L. Tatum ChFC®, CSRIC®
NILA is Vice President of Franz Tatum Wealth Management, a Chartered Financial Consultant ™ and a Chartered Sustainable Responsible Investment Counselor™. She has been in the financial services industry since 1982, starting her career with EF Hutton and eventually leaving Smith Barney for Merrill Lynch prior to the formation of Franz Tatum Wealth Management in 2009. Nila obtained the ChFC™ designation through The American College (www.theamericancollege.edu). The credo of a ChFC™ is, advanced financial planning for every person and every need. Her designation as a Chartered SRI Counselor™ is through The College for Financial Planning (www.cffp.edu). This is designed for advanced financial planners, providing foundational knowledge on sustainable, responsible and impact (SRI) investments, in partnership with US|SIF (www.ussif.org). She holds multiple FINRA securities licenses along with her State of California insurance license.
Nila has a strong belief that all client relationships begin with meaningful personal conversation to understand what is truly important to them. Whether it is wealth accumulation, creating income for retirement, passing of wealth from one generation to another, or making an impact in the world we live, it is with this information that we create a clear and articulate financial plan that is designed just for you.
Community involvement is an important part of Nila’s life, especially when it comes to programs that benefit children. She has been on the board and registrar for AYSO Palm Springs(www.ayso.org), a long-term supporter of Boys and Girls Club of Palm Springs (www.bgcps.org) and volunteers with Palm Springs High School Athletics (www.psindians.com) She has been a member of Rancho Mirage Woman’s Club (ranchomiragewomansclub.org) since 2006, holding an array of board positions, up to and including president. She is also a graduate of Leadership Coachella Valley, class of 2015 (www.leadershipcv.org).
Nila values her relationships and family is important to her. Married since 1976, with three amazing daughters and four fabulous grandchildren, she is also “mom” to her Rottweilers and extends herself to a large circle of people, she considers family.
Securities Licenses: Series 7/8/63 securities registrations held through LPL Financial. Series 65 registration, held through WCG Wealth Advisors.
CA Insurance License: #OC59248