Meet Tari Watkins
Tari Watkins is a Managing Partner at WealthBridge Insurance Solutions and is a licensed agent. At age 15, Tari went to work at her father’s insurance business in San Diego. There, she found her passion for helping people and acquired an extensive understanding of how insurance is used to keep people financially secure. Tari specializes in insured retirement income planning.
Her approach has always been to educate prospective clients, provide more than one option, and use straightforward language that everyone can understand. It is not unusual for couples to have different points of view on how to invest. Tari’s clients value her ability to listen to their financial viewpoints and find investment solutions that provide them peace of mind.
Tari has worked with hundreds of San Diegans as a Chapter President of the American Financial Education Alliance (AFEA). AFEA’s and Tari’s purpose is to educate and empower people to take control of their finances as they provide unbiased financial information to local communities.
She was the financial voice on the Mike Litton show, AM 1170 Intelligent Talk Radio. There, she shared her insights and strategies to protect retirement savings from market losses as well as prepare couples for income and financial changes due to the potential loss of a spouse.
Tari’s twenty-six years of experience is central to WealthBridge Insurance Solutions’ proven success in meeting clients’ unique needs as they plan for or navigate their retirement years.
Learn more about Tari and her no-nonsense approach to Retirement Planning: