Amanda M. D. DeCesar,  CFP<sup>&reg;</sup> - Financial Advisor

Amanda M. D. DeCesar, CFP®

Co-Founder

TARA Wealth

207 W Millbrook Road, Suite 210
Raleigh, NC 27609
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General

Amanda DeCesar is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at TARA Wealth in Raleigh, NC and the surrounding communities.

Financial Advisor Overview

TARA Wealth is an independent firm, allowing us to focus solely on you and your goals without being tied to the interests of a large corporate bank or firm. This independence gives us the flexibility to design financial strategies and investment plans that align with your unique needs. As fiduciary financial advisors, we are committed to providing transparent, personalized advice designed with your success in mind. TRANSPARENT: Our fees are clear and straightforward, and we make sure you fully understand the costs, strategies, and terms involved in your financial plan. AUTHENTIC: Your goals and values shape everything we do, and our advice is always tailored to fit your unique circumstances. REAL: With years of experience and research-backed strategies, we create financial plans grounded in a full understanding of your financial picture and aspirations.

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Financial Advisor Experience

Nearly 20 years of experience with the first 12 years of her career at a large firm working in Wealth Management. Chose to go independent in 2018, and co-founded TARA Wealth in 2023.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Getting Divorced, Irregular Income, Getting Married, Mutual Funds, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Sudden Wealth, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources