J. Tyler Haberling
Director and Founder @Hfg Trust
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WORK HISTORY
Director and Founder @Hfg Trust
Kennewick, WA, US
EDUCATION
Central Washington University
Accounting and Finance, Accounting and Finance
ABOUT J. TYLER HABERLING
I started a financial planning and wealth management business in 1983. The name of the firm was Haberling Financial Group. In 1997, I was the founding chair for Community First Bank, of Kennewick, WA. In 2016 in order to be our clients’ financial partner for life, HFG merged with Community First Bank, of Kennewick, WA. to form a trust company. Today, HFG Trust is one of only a dozen state chartered trust companies in WA providing wealth management, we provide investment fiduciary and planning services like a RIA. In addition, we can act as a personal representative, agent (power of attorney) and trustee for living and testamentary trusts, unlike a RIA. HFG Trust manages approximately $1.3 billion. I am a graduate of Central Wash University with degrees in accounting and finance and a minor in economics. I completed my CFP designation in 1986 and the CIMA designation through the Wharton School in All of our advisors are CFPs, CPAs or CFP candidates and have accounting, finance or economic degrees. I encourage you to watch the attached video below \"Brokers vs Fiduciaries\" to understand how our business model compares to traditional stockbrokers. If you are looking for a fiduciary financial advisor, I encourage you to contact our firm. If you are an advisor looking for a career change to holistic planning, feel free to contact me at 50••••••03.
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