Naomi Tanabe,
AAMS®
Director
Financial Advisor
Truist Investment Services, Inc.
4 Greenwich Office Park
Greenwich, CT 06831
About me
Background
Naomi Tanabe is a Financial Advisor and Director with Truist Investment Services Inc.. She offers clients more than 26 years of comprehensive wealth management experience.Education
Specialties
Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions
Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education
Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more
Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more
Recommended Resources
Market Pulse Market Pulse – June 22, 2026
Market views heading into the week highlight what we're watching and important news ahead.
Economic Data Tracker Retail sales strong again in May
Our view on the economy including rationale on GDP, jobs report, and Fed policy decisions.
Economic Commentary Fed holds steady at Warsh debut
Our view on the economy including rationale on GDP, jobs report, and Fed policy decisions.