Joseph F. Lyons,  CFP<sup>&reg;</sup> - Financial Advisor

Joseph F. Lyons, CFP®

Chief Investment Officer

Tricord Advisors Inc.

6772 Magnolia Ave
Riverside, CA 92506-2908
(951) 684-7011

General

Joseph Lyons is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Tricord Advisors Inc. in Riverside, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Ctec Registered Tax Preparer

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities, Buying a Home, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Irregular Income, Mutual Funds, Real Estate, Insurance, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Succession Planning, Sudden Wealth, Men's Finances, Personal Taxes, Women's Finances

More

Helpful Financial Planning Resources