Tatyana Kjellberg

Tatyana Kjellberg is a financial professional with a diverse background in retirement planning, insurance, and wealth management. She currently holds multiple roles at Morgan Stanley, including Chartered Retirement Planning Counselor, Insurance Planning Director, and Financial Advisor.13

Professional Background

Tatyana's career history includes experience at both Morgan Stanley and Hewlett Packard Enterprise (HP).1 This dual background in finance and technology likely contributes to her well-rounded approach to financial planning and advisory services.

Expertise and Services

As a Chartered Retirement Planning Counselor, Tatyana specializes in helping clients map out retirement plans that adapt to different life stages and investment strategies.2 Her role as an Insurance Planning Director suggests she has in-depth knowledge of risk management and protection strategies for her clients.

Personal Attributes

Tatyana is known for her positive energy and strong communication skills. These qualities, combined with her passion for financial planning, likely make her an effective advisor for her clients.

Location and Contact

Based in Sacramento, CA, Tatyana can be found on LinkedIn under the username tatyana-kjellberg-325ab5.35 Her professional profile on Morgan Stanley's website provides information about her services in retirement planning and family financial management.24

Tatyana Kjellberg's multifaceted role at Morgan Stanley, coupled with her background in technology and finance, positions her as a versatile financial advisor capable of addressing a wide range of client needs, from retirement planning to insurance and overall wealth management.