Naomi Tanabe

Naomi Tanabe , AAMS®
Director Financial Advisor Truist Investment Services, Inc.

4 Greenwich Office Park

Greenwich, CT 06831

Naomi.tanabe@truist.com

Phone 203-769-2724

Get directions

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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.

Naomi received the Academic Medal of Excellence for the highest GPA in her major and graduated Summa Cum Laude

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor’s Degree Psychology
Sacred Heart University 1991
Post Graduate Studies
Fairfield University

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

Locations

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Recommended Resources

Market Perspective The bull market deserves the benefit of the doubt

As the bull market enters its fifth year, the weight of the evidence suggests it still has room to run.

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Market Pulse Market Pulse – October 5, 2026

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