Tyler J. Young, CFP^®

CFA, CPA

Manager of Investment Research & Wealth Advisor

SFMG Wealth Advisors

7800 Dallas Pkwy, Ste 350
Plano, TX 75024

(972) 960-6460 CONNECT WITH Tyler

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$1,000,000

General

Tyler Young is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at SFMG Wealth Advisors in Plano, TX and the surrounding communities.

Financial Advisor Overview

Tyler serves as the Manager of Investment Research and as a Wealth Advisor at SFMG Wealth Advisors in Plano, TX. Prior to joining the firm, Tyler held various Financial Planning and Investment Management roles at other independent wealth management firms in Dallas-Fort Worth and a regional bank based out of Amarillo, Texas. He loves working with clients to simplify complex topics, build unique financial plans and portfolios to fit their goals, and help implement those plans and portfolios. Tyler is a Certified Public Accountant, CFP® professional, a CFA® charterholder. He is actively involved in several organizations and currently serves on the Board of Directors for the CFA Society of Dallas-Fort Worth and the Financial Planning Association of Dallas-Fort Worth. Outside of the office, Tyler enjoys reading books/listening to audiobooks, playing golf, and spending time with friends, family, and his rescue dog, Dakota. On long weekends, he enjoys traveling to Amarillo to catch up with friends, family, and to cheer on his hometown West Texas A&M Buffaloes.

Financial Advisor Experience

Prior to his current position with SFMG Wealth Advisors, Tyler held various roles at his prior firms including - Senior Financial Planner at RGT Wealth Advisors (Dallas, TX), Senior Wealth Manager at Odyssey Wealth (Plano, TX), and Trust Investment Associate at Happy State Bank & Trust Company (Addison, TX).

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Certified Public Accountant (CPA)
Chartered Financial Analyst (CFA)

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Banking, Charitable & Planned Giving, Annuities, Asset Allocation, Business Taxes, Estate Planning, Investment Management, Limited Partnerships, Employee Benefits, Getting Divorced, Mutual Funds, Real Estate, Insurance, Retirement, Stocks & Bonds, Startup, Succession Planning, Tangible Assets, Long-term Care, Sudden Wealth, Medical & Health Issues, Men's Finances, Personal Taxes, Women's Finances