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Tara Popernik

 

CFA®, CFP®

Executive Vice President, Wealth Planning

Wealth Management

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Meet Tara

Tara Popernik, CFA®, CFP®, helps advisors to simplify complex wealth planning needs for high-net-worth and diverse clients. Through clear, personalized guidance on tax and estate strategies, wealth transfer, tax-efficient investing, and multigenerational wealth planning, she helps advisors turn sophisticated concepts into practical solutions that strengthen client relationships and support more holistic financial advice.

Areas of Expertise 

  • Estate Planning and Wealth Transfer
  • Tax Planning and Tax-Efficient Investing
  • High-Net-Worth and Diverse Client Strategies
  • Financial Planning and Retirement Planning
  • Multigenerational Wealth Planning
  • Personalized Wealth Advice

 

Recent Articles

     

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Access Capital Without Liquidating Your Portfolio

| Tara Popernik, CFA®, CFP®

For affluent investors, accessing capital shouldn't mean liquidating a carefully built portfolio. Discover how portfolio-backed lending safeguards your assets and fosters your wealth-transfer strategy.

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What HNW Women Want from Their Financial Advisor

| Tara Popernik, CFA®, CFP®

With women projected to control two-thirds of U.S. private wealth by 2030*, advisors who build relationship-centered, values-aligned practices will gain a durable competitive edge.

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5 Ways Advisors Can Build Client Confidence in Investing

| Tara Popernik, CFA®, CFP®

Help turn market uncertainty into clarity. Learn how financial advisors can connect goals to outcomes, reframe risk perceptions, and strengthen client relationships through purpose-driven planning.

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Teaching Kids Smart Money Habits: 5 Practical Strategies

| Tara Popernik, CFA®, CFP®

Help families raise financially confident kids. Five advisor strategies to teach smart money habits, combat social media misinformation, and build trust with the next generation.

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2026 Tax Strategy Guide for High-Net-Worth Advisors

| Tara Popernik, CFA®, CFP®

Stay ahead of 2026's most consequential tax shifts. LPL delivers actionable intelligence on estate exclusions, retirement rule changes, and tax-efficient allocation strategies — empowering you to position HNW clients for sustained, tax-smart growth.

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