“Crafting dreams into financial reality, one step at a time.” That’s the fun-loving mantra driving Shamara Noriega’s commitment at Tax & Financial Group (TFG), where she, along with a team of specialists, embarks on a mission to guide families, businesses, and individuals towards the accumulation and preservation of wealth. Leveraging a wealth of experience and a touch of innovation, Shamara along with her team, provides professional direction through strategies encompassing wealth & risk management, investments, group benefits, and retirement, business, and estate strategic planning.
With over a decade immersed in the financial and banking industry, Shamara holds pivotal qualifications. Her dedication to continuous growth and learning led her to obtain an International Human Resources & International Leadership in Action and Discovery certificates from The University of South Carolina through her association with Phi Theta Kappa in 2018.
Beyond financial wellness, Shamara thrives on giving back. Volunteering at non-profits, charity events, and benefit concerts, she passionately believes in the power of collective contribution. Her involvement with the Well Community for Women Foundation in San Diego, and participation in events for the San Diego Rescue Mission, The Holly Rod Foundation for Autism and Parkinson’s Disease, The Teddy Ball, and The San Diego Community Outreach speaks volumes about her commitment to societal well-being.
In her off-duty hours, you might catch Shamara exploring nature on hike and beach days, expressing herself through poetry and spoken word, and seeking out the latest spas and wellness activities. She finds joy in life’s varied offerings. Shamara also encourages a community of professionals to connect to like-minded individuals, resources, and educational material through networking/mixer events.
Shamara’s ultimate vision goes beyond financial strategies; it’s about fostering lifelong healthy connections. Understanding her clients’ core values, she integrates these into strategic plans that promote a position to receive the gift of time, energy, and financial confidence, that someone has their best interests—allowing them the freedom to pursue what truly makes their hearts sing. In her eyes, financial evolution isn’t just about numbers; it’s about enabling a life filled with personal fulfillment.