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portrait of Tyler V Gugliuzza
FINANCIAL ADVISOR

Tyler V Gugliuzza

CFP®, CPWA®, CEPA®, AAMS™, CRPC™
136 Terra Bella Blvd Ste A, Covington, LA 70433opens in a new window
Client by Referral
Serving clients with $750,000
CallSend Me a Message

About Tyler

Our ideal client recognizes the importance of a holistic, data-driven process that focuses on their entire financial picture. This consists of examining assets, liabilities, cash-flow, insurance, investments, tax and estate considerations, as well as the aspects of what is most important to them, their family and their overall quality of life.

I graduated with a bachelor's degree in small business/entrepreneurship, as well as a Master of Science degree in personal financial planning. In addition to the Accredited Asset Management Specialist™ and Chartered Retirement Planning Counselor™ designations, I hold the CERTIFIED FINANCIAL PLANNER™ board certification, the Certified Exit Planning Advisor® designation...

Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Special Needs Financial Considerations
  • Intergenerational Planning

Work History

  • Edward JonesMay 2010 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CPWA®

    Certified Private Wealth Advisor®

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS™

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • College for Financial PlanningMasters
  • Southeastern Louisiana UnivBachelor of Arts

Personal Interests

  • Spending Time with Family
  • Reading
  • Personal Fitness
  • Boxing
  • Traveling

Team Members

  • Connie Sousa
    Registered Branch Associate
    FPQP®
  • Carrie Cortez
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(985) 338-2288

Fax

(866) 508-4611

Office Address

136 Terra Bella Blvd Ste A
Covington, LA 70433opens in a new window

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