Tyler’s Story:
Tyler opened his financial services practice in 2013, transitioning from a rewarding career in social work and international development. Tyler provides comprehensive, holistic, and human-centered financial planning, helping to both develop the initial plan and implement action steps throughout the year. His purpose is to combine financial planning with comprehensive investment management to help drive better financial outcomes for his clients.
Professional Experience & Qualifications:
Tyler brings a diverse background and extensive qualifications to WealthClarity. His professional experience and qualifications include:
- In the financial services industry since 2013
- CERTIFIED FINANCIAL PLANNER® professional (CFP®)
- Chartered Financial Analyst® (CFA®)
- Prior experience in social work and mental health counseling
- Bachelor of Science, Colorado Christian University
Specialties:
Tyler specializes in:
- Comprehensive financial planning, focusing on wealth-building disciplines of prudent financial management and tax planning
- Discretionary portfolio management services for all clients, incorporating both passive and active investment strategies in public markets
- Tactical asset management and alternative investment exposures for clients with over $100,000
- Trading and individual stock portfolios for select clients with portfolios over $1 million
- Avoiding complex financial products such as annuities and various types of whole life policies, and seldom selling products in which I would receive a commission, except 529 college savings plans and term life insurance at the client’s request
Fun Fact:
Tyler plays basketball weekly at Golden Community Center, where he lives out all his childhood dreams.
Disclosure(s):
- *Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification mark
