Tara Heredia has over 15 years of diverse experience in startups and operations, helping to build and scale organizations during different phases of growth. She leverages her deep expertise to accelerate her clients’ successful adoption of Compound Planning’s services and products. Prior to joining Compound Planning, Tara focused on democratizing access to homeownership, empowering successful retirement saving, and increasing financial literacy. She holds the CRPS® designation and earned a bachelor’s degree from the University of California at Davis. Tara is a lifelong resident of the San Francisco Bay Area and enjoys traveling the globe in... More