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My Approach
Financial planning isn't one-size-fits-all. I specialize in helping individuals and families navigate the complex financial crossroads of life, focusing heavily on these unique groups and the major moments that define their journeys.
The Clients I Serve
Agriculture & Wine Industry, Business Owners, Executives, Government & Military, Pre-Retiree, Retirees or Seniors, Working in Retirement
Major Milestones I Specialize In
Early Retirement or Financial Independence, Starting a Business, Sudden Wealth or Inheritance
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
My Process
Landon Tymochko is a Financial Advisor and Co-Owner at TerraCrest Wealth Partners. He exemplifies integrity, excellence, and compassion for clients, and loves being a part of the TerraCrest team. As a native of the Sacramento region, Landon was born and raised in Elk Grove, California, and still remembers when it was a one-stoplight town, where he was active in the community, sports, and Scouting. After graduating from Elk Grove High School, Landon moved on to attend college at Cal Poly, San Luis Obispo, ultimately earning a Bachelor’s of Science degree in Business Administration. While attending college Landon joined the Army ROTC, and upon graduation, he was commissioned as an Army artillery officer, serving in 1st Calvary Division at Fort Hood, Texas and deploying to Bosnia-Herzegovina. After rising to the rank of Army Captain, Landon was honorably discharged and shifted to a civilian career in business, joining E&J Gallo Winery in Modesto, California. Throughout his career at Gallo Landon continued to excel as a leader and entrepreneur, growing his expertise in both business and personal finance. While working full-time he earned his MBA from the UC Davis Graduate School of Management, concentrating in Finance, Entrepreneurship and Wine Studies. Landon also became a certified Lean Six Sigma Black Belt, an elite professional designation reflecting his ability to deliver game changing improvements to a business. As his career progressed, Landon discovered his passion for helping individuals, entrepreneurs, and business owners solve their financial challenges and to improve their lives. This led him to become a CERTIFIED FINANCIAL PLANNER® professional, completing the required courses and passing the CFP® exam in 2011. He has also earned the Accredited Investment Fiduciary® designation as well as the Certified Private Wealth Advisor® designation, which helps set him apart as a professional skilled at working with business owners and high net-worth families and i
Disclosures
This communication is strictly intended for individuals residing in the states of CA & OR. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Landon Tymochko is a Registered Representative and Investment Adviser Representative with/and offers securities and advisory services through Commonwealth Financial Network, Member www.finra.org/www.sipc.org , a Registered Investment Adviser. Fixed insurance products and services offered through Leslie Roper Day & Associates or CES Insurance Agency.
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.