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Introducing Tatyana Kjellberg; Morgan Stanley

06/28/2018 05:02PM

1478 Stone Point Drive, Suite 500, Roseville, 916-788-9462, morganstanleyfa.com/tatyana.kjellberg


Describe your business. Did you find it, or did it find you? 

I’ve always been the budget-minded representative of my family, but it really came to light around the time my son was born, and we needed to be on a budget to keep the lights on. From there, I enjoyed figuring out ways to save money, which translated into an opportunity that brought me to Morgan Stanley. Currently, I work with families and business owners as a financial advisor to help them save, invest, and plan for their futures; additionally, I manage comprehensive planning, investment advice, college and retirement planning, and portfolio management.


What was the first job you ever had, and what did you learn from the experience?

Prior to becoming an advisor, I worked at a Fortune 500 company and learned that no matter what career you’re in,  it's all about relationships. If a client can’t trust their advisor, they aren't working with the right person.


What life accomplishments are you most proud of?

My wonderful husband of almost 20 years and two children. By keeping my family in mind throughout the workday, I try to make sure my clients feel like I'm watching out for their families as well.


Where do you go when the going gets tough?

I have a fantastic running group that keeps me sane. We sometimes meet before 5 a.m. just to get in extra miles before our day truly begins. It's a mini-counseling session with my girlfriends and keeps me in shape, too!


What’s your favorite place to eat out locally?

Garden of Eat'n, My Thai Kitchen, Trademark Pizza Company, or Campelli's Pizza. 


Where do you and your family go locally to have fun?

We love taking our kayak, canoe, and two dogs to Folsom Lake. 



 Do you know that our editorial is not paid for, nor can it be purchased?

In fact, our Introducing and Eat & Drink section reviews are not paid advertisements. If you’d like your business profiled, please email Megan Wiskus at megan@stylemg.com. Once we determine when your business will be featured, we will contact you to schedule a time to come out and take a photograph. Thank you!

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