Experience: 3+ year(s). Tyler Graduated from WVU Dec of 2022 with a Bachelors in Finance and area of emphasis in Financial Planning. He currently holds his FINRA Series 7 & 66 licenses through LPL Financial and has his West Virginia Life & Health Licenses. Focus: Asset Management & Retirement Planning.
Tyler specializes in working with households $50k and up and is a CERTIFIED FINANCIAL PLANNER® professional.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® 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 marks.