Tyler Shigenaga
Financial Advisor @Wells Fargo Advisors
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WORK HISTORY
Financial Advisor @Wells Fargo Advisors
EDUCATION
The Ohio State University
Bachelor of Arts (B.A.), Economics
ABOUT TYLER SHIGENAGA
As a Financial Advisor, I am dedicated to helping individuals and businesses develop investment strategies that align with their goals and aspirations. I provide comprehensive investment planning by understanding you the individual. We have found that there are three stages of wealth which includes building, preserving, and transitioning. Throughout this time, managing these various stages involves different strategies which we tailor to your goals, and then implement in collaboration with our internal partners. I strive to help each one of my clients plan for their financial future in a way that best meets his or her goals. I am accountable each of my clients and I am dedicated to provide superior investment advice and with the utmost professional integrity.My previous experience comes from Equitable Advisors learning about estate planning strategies through insurance and annuities. Prior to that I received a diverse experience in finance with commercial real estate underwriting and lending. During this time, I was able create customized models projecting long-term financial returns detailing cash flows and pro forma performance. Originally being from the Coachella Valley, I have spent much of my life throughout Southern California and the Bay Area. I was educated at The Ohio State University in Columbus, Ohio. Some organizations I volunteer with include, the Grants in Aid Committee for the City of Indian Wells, Indian Wells Preservation Foundation, Visit Greater Palm Springs, and Indian Wells Country Club. I’m passionate about traveling through Europe where I enjoy learning and discovering the culture of the old world. During my leisure time I enjoy playing golf, surfing, hiking, and unique food experiences.CA Insurance License Number 42•••96. Resident State: CA.This information is intended for use by residents of AZ, CA, CO, FL, ID, IL, MT, NC, NV, OK, OR, TX, VA, and WA and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social
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