Founder: Life Transitions Planning
Tami L. Aloisa has over 27 years of experience in the financial services industry prior to choosing independence as the best option for being a true fiduciary for her clients.
As the founder of Life Transitions Planning of One Seven, Tami’s goal is to help affluent families and businesses be prepared with solid advice for every major life transition— a passion to which she fully commits. She takes a disciplined approach, carefully positioning portfolios to be in line with clients’ needs, risk tolerance and time frames. Tami devotes herself to the protection of the portfolios entrusted to her and uses an efficient and repeatable process to deliver consistent positive results.
She focuses on providing high-touch service and holistic advice with complete transparency, cutting-edge technology, advanced financial planning, in-depth performance reporting, and a world-class platform of investment capabilities with open architecture.
Tami, her husband, Chuck, and their children, Philip and Isabella, live in Virginia Beach where they enjoy all the ocean-side city has to offer.
Words I Live By
“The more the merrier!” This truly relates to everything in life. I love being surrounded by people.
You Should Know…
- I’m up most days by 4:30 a.m. to exercise. I also use this quiet time to get my head straight before the noise of the family starts!
- My babies always come first.
- I’m a loyal and true friend.
- I’m passionate about helping clients arrange their financial decks to see that success isn’t just about holding good cards, it’s also about a well-played hand!
My Literary Love
Stephen King…but during his boozy days. I couldn’t put down the Shining and yet, I can’t get through Dr. Sleep. His stuff was so much better years ago.
The Best Getaway
I am blessed to have visited so many fun and exotic places. I’ve seen a fair amount of the Eastern Seaboard, some of the west coast, Mexico, Canada, and some of Europe. However, my favorite getaway is an annual three-day weekend that I go on with my BFF, Cindy. We’ve known each other since the age of six. It’s great to spend time not as a mom, wife, sister, or advisor… but as a friend! We have visited many places on our weekends, but our favorite is Atlantic City. We plan on going back mid-May this year!
My One Seven Reason
My reason for most of why I work hard is to support my family, the ones I have been blessed with and the ones who have chosen me, my clients.