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Tari T

CFP®, Series 63, Series 65

Towanda, PA

Commonwealth Financial Network

Tari Trowbridge is a financial advisor with Commonwealth Financial Network and Trowbridge & Co Wealth Management Group, holding the CFP® designation with 34 years of industry experience. He has been with both firms since 2014. Outside of advising, he owns real estate properties leased for gas royalties in Pennsylvania. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and hundreds of thousands of clients. The firm offers a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, and custody services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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