Tara Bobelak CFP®, E.A., RSSA®
Tara Bobelak, CFP®, E.A., RSSA®, Wealth Manager, Partner, is a graduate of the University of Central Florida with a Bachelor of Business Administration. She began her career at Keyes, Stange & Wooten in 2004 and became a Registered Sales Assistant in 2009, gaining experience across nearly every aspect of the firm’s operations. In 2017, Tara earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, further strengthening her ability to help clients achieve their financial goals. In 2018, she became an Equity Member of both Keyes, Stange & Wooten Wealth Management, LLC and Keyes, Stange & Wooten CPA Firm, LLC. She serves as a member of the firm’s investment committee for the discretionary asset management program and is responsible for implementing and supporting initiatives that enhance operational efficiency and client service.
