Tia McNamara

CFP®, CMFC®, APMA®

Financial Advisor

Tia’s interest in financial planning was shaped early by a formative experience during the Great Recession, when her family met with a financial advisor whose guidance had a lasting impact on their lives. That moment gave her a clear understanding of the value of steady, personalized advice during times of uncertainty and ultimately set her career path in motion. She went on to pursue a degree in finance, followed by hands-on experience working alongside advisors serving clients navigating retirement and later-life planning, which was an experience that helped shape her calm, steady approach and deep respect for long-term client relationships.

Originally from Oahu, Hawaii, Tia graduated Summa Cum Laude from Western Oregon University with a Bachelor of Science in Finance. She holds the CFP®, CMFC®, and APMA® designations.

As a Financial Advisor at City Square Wealth Management, Tia works with professionals and families entering periods of increasing financial complexity, whether that involves generational wealth planning, estate considerations, employer stock options, or the transition into retirement. Tia has a gift for taking sophisticated financial concepts and communicating them in ways that feel approachable and easy to understand, creating an environment where clients feel comfortable asking questions, expressing concerns, and fully engaging in the planning process. Her focus is on building strategies that not only support financial objectives but align with the life her clients want to live and the legacy they hope to leave.

Outside the office, Tia’s life is centered around a large, vibrant family and a love for creative discovery. Whether she’s returning home to Oahu or spending summers on a family island in Maine, she’s rarely without company - which is no surprise given her 28 nieces and nephews. A former hula dancer and teacher, Tia keeps her creative spirit alive through guitar, painting, and calligraphy. She’s also a master of the open road, having once driven in a Winnebago from Portland, Oregon, to Portland, Maine - and all the way back again. These days, you’ll find her tending to her houseplant collection or mastering her newest challenge: Mahjong.