TYLER BOLING
AIF®, AAMS®, CRPC® – Financial Advisor in Connecticut
- Core values based approach to financial planning
- Individualized strategies that maximize compensation and benefit plans
- Risk management
- Investment portfolio construction
- Legacy planning
- Series 6 *
- Series 7 *
- Series 63 *
- Series 65 *
*Licenses Held at LPL Financial
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Contact Information
LIFE PHILOSOPHY
The great glorious masterpiece of man is to know how to live with a purpose
– Michel De Montaigne
Experience
I have over a decade of experience in the finance industry in areas including banking, insurance and wealth management industries. As a financial advisor, my focus includes a core values based approach to financial planning, risk management, investment portfolio construction, implementing individualized strategies that assist in maximizing compensation, benefit plans and legacy planning.
I feel blessed to have the opportunity to develop meaningful relationships with my clients and assist them in maximizing their futures. Considering financial planning is a deeply personal exercise in trust and partnership, I take pride in my practices and their results. I enjoy being a guide for clients through the process of identifying their core values and tying those values to their financial goals.
Day in my life
- 10% Reading, studying and staying current on global financial markets
- 20% Financial planning analysis
- 20% Investment portfolio design
- 25% Speaking with and meeting with clients
- 25% Family time