Fraud Awareness

Fighting financial fraud starts with education as well as communication between family members and their financial professionals. Financial Advisor Tarun Bhatia will share information to help you recognize possible issues, prevent fraudulent activity, and protect yourself or a loved one if fraud does occur.

Tarun Bhatia

Tarun Bhatia is a trusted Financial Advisor, where he specializes in creating personalized wealth strategies for families, entrepreneurs, and corporate executives. His approach is defined by a commitment to helping others feel understood, informed and in control of their goals. Beyond his professional practice, Tarun is deeply committed to community outreach and local economic growth, frequently serving as an instructor for seminars, serving on local Chamber of Commerce leadership and Rogers Lions group.

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