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Tara S
PFS™
Midland, MI
Cetera Planning Partners
Tara Stensrud is a financial advisor at Cetera Planning Partners with three years of industry experience. She holds the PFS™ designation and previously worked at Avantax Planning Partners, Inc. Stensrud is also a principal at Yeo & Yeo, P.C., a full-service CPA firm where she provides tax and accounting services and leads a team of ten professionals. Outside of financial advising, she is involved with several related business activities including wealth management and medical billing services. Cetera Planning Partners serves individual and high-net-worth clients, focusing especially on pre-retirees and retirees, and offers investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm provides additional services such as tax planning, bookkeeping, payroll support, and estate planning through affiliated providers, using a diversified investment approach tailored to client objectives and risk tolerance.
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