Tara  Trautsch,  CFP<sup>&reg;</sup> - Financial Advisor

Tara Trautsch, CFP®

C&T Financial Services Group, Inc.

252 Pine Ave, Ste C
Pacific Grove, CA 93950
(831) 375-3990


Tara Trautsch is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at C&T Financial Services Group, Inc. in Pacific Grove, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications


Insurance Licenses

  • Life insurance: CA

Broker-Dealer Disclaimer

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Buying a Home, Career Change, Asset Allocation, Investment Management, Estate Planning, Employee Benefits, Getting Divorced, Getting Married, Mutual Funds, Real Estate, Insurance, Retirement, Life Planning, Long-term Care, Starting a Family, Succession Planning, Sudden Wealth, Personal Taxes


Helpful Financial Planning Resources