Tyler Thompkins
Financial Advisor
Designations & Licenses: AIF®
Tyler earned his Bachelor of Arts 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 three years. He is motivated and determined to provide outstanding client service experience. Tyler has a passion for retirement, estate, and tax planning and continues to develop his skills daily.
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.