About 

Rustic Beach Path

About

 

I am Tiffany Kent, CFP ®, and I spent the first 25 years of my career as a Wall Street equity research analyst and portfolio manager at hedge funds, Goldman Sachs, Credit Suisse and Disney. 

 

Now I’m a financial advisor who specializes in financial literacy and empowering women and anyone else going through a major life change — divorce, career change, job loss, empty nester, death of a spouse, etc. — to get more active and engaged in growing their wealth.

 

I’m a quant jock (Wall Street speak for number cruncher) with a Harvard MBA, a BA in Economics from UC Berkeley, and a disciplined and analytical mindset. My passion is digging into fundamentals of stocks and funds and macro economic trends to find smart risk-adjusted investments for my clients so they can secure their financial future.

After a midlife career crisis, I had a lightbulb moment: I needed to think and act like the CEO of my own life, and embrace a growth mindset.

 

I went back to school and got my CERTIFIED FINANCIAL PLANNER ™ credential and became a financial advisor, and spent an enormous amount of time reading books and learning new things.

 

Now I use my wisdom and experience to help others become the CEO of their lives, too. 

 

The secret to success is the power to serve others by being authentic and relatable as I help people improve their lives financially, professionally and personally. I show women, business owners and retirees that the ups and downs of the financial markets and real life are normal and OK, and you can’t let that fear scare you away from making smart data-driven decisions. 

 

People often ask me about my career pivot after age 40 and how I knew what to do. The answer is that it took some soul searching and things were awful for a while, but I knew the right path forward when it occurred to me. I did the hard work because I wanted my kids to be proud of me and see their mom working toward something she believed in. My advice to clients is: invest in yourself and get comfortable with the amount of risk that’s right for you, and that will empower you to pursue your dreams and build your legacy.

I’m also a married mom with 3 kids and a dog named Holly.

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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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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Gwinnett Business 

November 2020

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

Press