Tyler Thompkins
Financial Advisor
Designations & Licenses: CFP®, AIF®
Tyler earned his bachelor’s degree from California State University, Fullerton, with an emphasis in Financial Planning.
Tyler holds the following licenses:
- CFP® Professional (CERTIFIED FINANCIAL PLANNER™)
- Series 65 (Uniform Investment Advisor Law Registration)
- AIF® (Accredited Investment Fiduciary®)
Tyler has worked in the financial services industry for over six years. He is determined to provide an 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 of those he serves.
Tyler was born and raised in Southern California and currently resides in Huntington Beach. In his free time, he enjoys golfing, traveling, and spending time with his fiancée, family, and friends.