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About 

Hi, I'm Tiffany Kent, a Certified Financial Planner™, investment manager, and advocate for female financial empowerment. My passion lies in helping women gain financial security and confidence by fostering trusting relationships, developing personalized financial plans, and making wise investment decisions. My commitment to the CFP professional code of ethics guides every step I take in assisting my clients.

 

Before finding my mission, I had the privilege of working in investment banking at Goldman Sachs and as an analyst and portfolio manager for investment management firms and hedge funds in New York City. My educational journey started at UC Berkeley, where I pursued a degree in Economics, and later, I earned an MBA from Harvard University, but I am most proud of earning a Certified Financial Planner™ designation.

 

One of the ways I connect with others is through my honest and candid weekly blog, where I share my experiences in finance and investment management. Through these stories, I hope to impart valuable lessons I've learned in finance, entrepreneurship, and balancing the joys and responsibilities of being a mom to three wonderful kids, a loving wife, and an avid dog lover.

My greatest fulfillment comes from witnessing the positive impact I can make in the lives of women as they progress towards financial empowerment. It is an honor to be a part of their journey, and I look forward to continuing to serve and inspire others in this meaningful pursuit.

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Tiffany Kent
Certified Financial Planner ™

Tiffany@Wealthengagement.com

 

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Our Team

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Tiffany Kent

CERTIFIED FINANCIAL PLANNER 

Founding Partner

Tiffany@wealthengagement.com 

Phone: 917-826-5955 or 404-795-6124

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Richard Lurie

Compliance Officer

Richard@wealthengagement.com 

Phone: 203-249-0532

Tiffany Kent is the Founding Partner of Wealth Engagement LLC.  Tiffany is a former Vice President and Financial Advisor at Bernstein Private Wealth Management where she provided a range of sophisticated wealth planning and investment services. Prior to Bernstein, Tiffany constructed client portfolios and managed a $200 million equity long-short portfolio as an analyst, portfolio manager and partner at several investment management firms.  Before that, she worked at Goldman Sachs as an Associate in investment banking. Tiffany holds a BA in Economics from the University of California, Berkeley, and an MBA from Harvard Business School. She is a CERTIFIED FINANCIAL PLANNER ™ and served as Board Chair of the Harvard Business School Club of Atlanta.

 

"An investor, advisor, writer and advocate dedicated to helping women invest to reach their dreams! My work is devoted to sharing ideas, tools, and resources that will help women plan and invest."

Reach out to me at Tiffany@WealthEngagement.com 

Richard spent 31 years working for IBM in various marketing roles.  After retiring from IBM he joined Forrester Research, an IT research advisory firm, as a relationship manager and worked in New York City covering financial services firms for 16 years.   He has degrees from Purdue University and Harvard Business School. 

Speaking Events

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Invest Wisely

Livestream Webinar 2023

Invest Wisely

Event
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Gwinnett Business 

November 2020

"Gwinnett Business Radio," with Mike Sammond with Tiffany Kent, CFP® 

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She Leads GA

Conference 2022

WOMEN'S FINANCIAL EMPOWERMENT FORUM

Event
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She Leads GA

Conference 2019

WOMEN'S FINANCIAL EMPOWERMENT FORUM

Event
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HBS Club of Atlanta

April 30, 2020

PREPARING YOU FOR PROSPERITY IN TIMES OF UNCERTAINITY

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GWBC 

Webinar 9/28/2022

WOMEN'S FINANCIAL EMPOWERMENT FORUM

Event
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