Tyler Nobel, CFP®, RICP®
Summary
Dynamic CERTIFIED FINANCIAL PLANNER® with seven years experience in the financial planning industry, excelling in financial plan preparation and client relationship development. Proven track record in preparing comprehensive financial plans and providing senior advisor support. Adept at utilizing financial software to streamline processes and deliver tailored insurance and retirement solutions within your firm.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Associate Financial Planner
The Planning Group
06.2022 - Current
- Assisted in preparing & presenting financial plans for clients.
- Conducted research on insurance products to inform client recommendations.
- Supported senior planners in managing client relationships and communication.
- Participated in client meetings, taking notes and addressing routine inquiries effectively.
- Collaborated with team members to streamline planning processes and improve efficiency.
Retirement Income Specialist
Ash Brokerage
06.2020 - 06.2022
- Organized meetings between Financial Advisors and Regional Vice Presidents.
- Provided recommendations to Financial Advisors on annuities within their current client book of business
- Established marketing tools to enhance the outreach to Financial Advisors who currently did not have a relationship with Ash.
Education
Bachelor of Arts - Insurance And Risk Management
Olivet College
Olivet, MI05-2020
Skills
- Cash flow management
- Insurance planning
- Retirement planning
- Financial software proficiency
- Client relationship development
- Financial plan preparation
Certification
- CERTIFIED FINANCIAL PLANNER®
- Retirement Income Certified Professional®
Affiliations
- Vice Chair of The University of Olivet Alumni Council
- Michigan Soccer Association Referee
Timeline
Associate Financial Planner
The Planning Group
06.2022 - Current
Retirement Income Specialist
Ash Brokerage
06.2020 - 06.2022
Bachelor of Arts - Insurance And Risk Management
Olivet College