Tarif Homsi, Financial Advisor
Tarif works as a direct partner to manage our clients’ wealth and ensure their financial well-being. He believes in educating the clients’ children on managing their finances with common sense at an early age.
Tarif’s strong Financial Planning techniques help clients make informed decisions that affect their lives’ and the lives of their families. Through Goal Based Financial Planning and active management, Tarif helps clients understand portfolio risk and ensures that the proper steps are taken pre and post (retirement and/ or liquidity) event.
Tarif started his career in Wealth Management at UBS Financial Services and then helped establish Mink Wealth Management. He graduated with B.A. in Economics from the University of Rochester, NY where he was awarded the Renaissance & Global Scholarship, a highly selective scholarship awarded to 20 students in the world.
Tarif has a diversified cultural experience working and studying in both the United States and the Middle East. As a bilingual, he enjoys travelling, sightseeing, and meeting new people.
Contact: Tarif Homsi
- Financial Advisor
- Brandon Mink, CRPC®
- C. Scott Airey, CFP®
- Mike Anderson, CPA®
- Rush Zarrabian, CFA®
- Matthew Gaffey, CFP®, ChFC®
- Maureen Pitts, AAMS®
- Stewart Gooding CFP®, MBA
- Christopher Elliott, VP-Digital Marketing
- Joe D’Ermes, Service Associate
- William H. Kirk, Service Associate
- Rachel Morris, Travel Planner
- Emilie DiLeonardo, Healthcare Concierge
- Jamie S. Siegal, CDFA®