Taneth Pestana is a Private Wealth Manager at Carrick Athena, bringing more than 25 years of experience in the financial services industry. Since beginning her career in 1998, she has built a reputation founded on trust, integrity, and a genuine commitment to helping clients achieve financial clarity and confidence.

Taneth believes that successful financial planning starts with understanding the person behind the portfolio. Her warm, relationship-focused approach enables her to build meaningful connections with her clients, ensuring they feel heard, informed, and empowered to make confident financial decisions at every stage of life.

She works closely with professionals, business owners, and high-net-worth individuals, providing tailored guidance across local and offshore investments, wealth creation, retirement planning, estate planning, and risk management. Her ability to simplify complex financial matters allows clients to navigate important financial decisions with greater certainty and peace of mind.

As part of Carrick Athena, Taneth is passionate about creating a supportive and collaborative environment where clients feel comfortable discussing their financial goals, aspirations, and concerns. She is dedicated to building long-term relationships and delivering personalised advice that evolves alongside her clients’ changing needs and life circumstances.

Taneth holds both a Certificate in Wealth Planning and a Certificate in Financial Planning. She remains committed to helping individuals take control of their financial futures and is passionate about contributing to a more inclusive, empowered, and financially confident community.

Outside of her professional life, Taneth is a devoted wife and mother to a daughter and a son. Family is at the heart of everything she does, and she treasures spending quality time with her loved ones. Whether enjoying great food, spending time outdoors, or creating lasting memories together, she values the balance between building a successful career and nurturing a fulfilling family life.

Her strong appreciation for family, security, and long-term planning naturally influences her approach to wealth management, helping clients build, grow, and protect the futures that matter most to them.