Tamara Kowalczyk
Financial Planning Analyst
Meet Tamara – Your Trusted Steward in Financial Planning
As a Financial Planning Analyst at Granite Financial Partners, Tamara Kowalczyk is dedicated to helping clients see beyond the numbers to make confident, informed financial decisions. With a deep appreciation for the emotional and personal side of financial planning, she ensures that every client’s strategy aligns with their unique goals, values, and lifestyle.
Tamara joined GFP in 2022 after nearly six years at Ridley Cove Financial Advisors, where she helped develop comprehensive financial plans and gained experience across multiple areas of financial services. During this time, she solidified her passion for financial planning over sales, marketing, and investment management. “Helping people see ‘beyond the numbers’ is most of the work,” Tamara explains. “Money is emotional. You must understand your clients’ needs and goals to help them make rational, rather than emotional, decisions for themselves.”
Tamara’s expertise is backed by a Master of Science in Financial Planning from Bentley University and hands-on experience in tax accounting. While her early career exposed her to tax work, she quickly realized that true fulfillment came from engaging with clients on a broader and more personal level—helping them balance their current lifestyle with their long-term financial aspirations.
At GFP, Tamara embodies the values of Integrity, Knowledge, and Leadership by guiding clients through complex decisions with clarity and purpose. Her thoughtful approach ensures that each financial plan is not just a set of calculations but a roadmap toward a fulfilling future.
Tamara is an avid traveler who embraces new experiences and cultures outside of work. She once spent a month teaching English in Poland and loves how travel encourages her to be present at the moment rather than rushing through a checklist of sights. Her ability to connect with people from diverse backgrounds strengthens her role as a Steward—helping clients navigate their financial journeys with vision and care.
