Tyler Thompkins
Financial Advisor
Designations & Licenses: AIF®
Tyler earned his bachelor’s degree from California State University, Fullerton with an emphasis in Financial Planning. He is currently working toward attaining his CFP®.
Tyler holds the following licenses:
- Series 65 (Uniform Investment Advisor Law Registration)
- AIF® (Accredited Investment Fiduciary®)
Tyler has worked in the financial services industry for over three years. He is motivated and determined to provide outstanding client service experience. With a passion for retirement, estate, and tax planning, Tyler is dedicated to helping individuals and families navigate the complexities of financial decision-making. He brings a thoughtful, client-centered approach to his work, ensuring each plan is tailored to meet the unique goals and aspirations of those he serves.
Tyler was born and raised in Southern California and currently resides in Huntington Beach. In his free time, he enjoys surfing, working out, and spending time with family and friends. He loves to travel and has been to many countries around the world including Panama, Indonesia, Singapore, and Thailand.