Direct Phone: 571-341-1709
Direct Fax: 608-236-8724
Located in: Kingstowne, VA
Covers: VA, DC, MD
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Tamara Murphy is a Financial Advisor registered through CUNA Brokerage Services, Inc. located at Pentagon Federal Credit Union. She has worked in the financial services industry since retiring from the Air Force as a Lieutenant Colonel in 2017. She served as a Special Agent with the Air Force Office of Special Investigations throughout most of her 20-year military career, to include two combat tours in Iraq.
Tamara earned a certificate in Certified Financial Planning from the University of Virginia’s School of Continuing and Professional Studies in 2016. She subsequently passed the Certified Financial Planner™ exam in 2017 and in the process of completing the CFP® designation. Tamara also completed the Accredited Portfolio Management Advisor (APMA) program through the College for Financial Planning in 2019. She is especially passionate about the importance of comprehensive financial planning and looks forward to helping Pentagon Federal Credit Union members achieve their financial goals.
Tamara has been married for 17 years. She and her husband enjoy spending time with friends and family, playing with their two dogs, and traveling.
Tamara is registered to sell securities and holds a life and health insurance license.
Schedule a one-on-one appointment with me to discuss retirement, saving and investing.
*PenFed Wealth Management Financial Professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America. For more information about CUNA Brokerage Services, Inc. please visit cunabrokerage.com.
Representatives are neither tax advisors nor attorneys. For information regarding your specific tax situation, please consult a tax professional. For legal questions, including a discussion about estate planning, please consult your attorney.
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