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Phone:  610-871-3500
Email:  tsheffer@capital-planning.com 

Tanya Sheffer, RICP®

Client Solutions Specialist

How can I help you?
As the Client Solutions Specialist, I am client focused. I serve as the liaison between you and your Financial Advisor(s), developing lasting relationships, while making sure all your needs are met. I take pride in assuring your experience at Capital Planning exceeds your expectations.
What makes me knowledgeable?
I have over 20 years of experience in the Financial Services Industry serving in various capacities to include support in the areas of insurance, investments, and 401k administration. As a former Advisor, I have had the privilege of taking clients through the planning process and understanding its importance.
Getting to know me:
Outside of the office, I enjoy spending time with my daughters, Jordyn & Phoebe. Our annual vacations often include a trip to a National Park. In my free time, I enjoy being outdoors, going on hikes and walking in local parks. I am active in my church and serve on our Staff Parish Relations Committee.
A Favorite Quote:
“There is an entire world of possibility on the other side of where most people quit.”- Alan Sterner

Capital Planning has served clients for over 25 years.

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