Tana Gildea is a partner with Compass Financial Consulting, LLC, a financial planning and investment management firm in Atlanta, Georgia. She has worked full-time in corporate America, in small businesses, and in the home as the mother of four, as well as being a volunteer with PTA, Girl Scouts, and more sports teams than she can count.
She joined the partnership at Compass Financial Consulting, LLC in January 2014 and serves as the Chief Compliance Officer as well as managing the administrative aspects of the business. She is a CFP®, a CPA, and a Certified College Planning Specialist.
She wrote her first book, The Graduate’s Guide to Money, in 2014 to pass along some money fundamentals to the next generation. The book has received multiple awards (2014 USA Best Book Award finalist, a 2015 International Book Award Finalist (Business: Personal Finance), a 2015 Next Generation Indie Book Award Finalist (How To), Notable Indie Book Award from Shelf Unbound, an Honorable Mention Nonfiction General Award from the New England Book Festival), and recently received the honor of being named Foreword Review’s 2014 INDIEFAB Self-Help Book of the Year. She is also a contributor to the book, Building a Business, Building a Life; Incredible Stories of Women Entrepreneurs.
She frequently speaks to women’s groups on the emotions of money as well as to college and young adult groups on starting their financial lives on the right foot. She has been a ProWIN member for several years and has loved every minute!