Tyler J Vongsawad, CLU®, ChFC®, CASL®, CFP®, MSFS

Financial Advisor

Professional

As a Financial Advisor with Northwestern Mutual, Tyler works with his clients to align their actions with their intentions to assure expenses can be paid when their earned income stops.  He also assists in creating the legacy by which they'll be remembered.  Tyler is able to utilize world-class insurance services and internationally recognized investment products to protect income and help clients get to and through retirement.  Tyler has been with Northwestern Mutual since 2005.

After finishing his undergraduate degree from Brigham Young University in Business Management with an emphasis in Finance, Tyler continued his education through his graduate degree from The American College by obtaining his Masters in Financial Services.  This advanced education allows Tyler to be able to customize comprehensive financial planning strategies for his clients. Thus far, he has been designated as a CLU®, ChFC®, CASL®, and CFP®.

                     

Certified Financial Planner™ (CFP®)
The CERTIFIED FINANCIAL PLANNER™(CFP®) certification is one of the most recognized financial planning marks in the world. CFP® certification identifies to the public those individuals who have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients. The certification differs from an educational designation or state license in that it is based upon requirements that have been determined by extensive job analyses of actual practitioners in the field, and therefore, continue to evolve with the profession. The CFP® certification prepares the financial services professional for a career-long commitment to meeting the ever-changing financial needs of clients.

Chartered Life Underwriter (CLU®)
The Chartered Life Underwriter (CLU®) designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. Since 1927, more than 94,000 individuals have earned their CLU®, helping them build a successful life insurance practice by providing clients with knowledgeable and ethical advice. For financial representatives, field management, home office personnel, and others involved in providing life insurance products to the public, the CLU® designation symbolizes continuing growth and commitment to professionalism.

Chartered Financial Consultant (ChFC®)
The Chartered Financial Consultant (ChFC®) designation focuses on the comprehensive financial planning process as an organized way to collect and analyze information on a client's total financial situation; to identify and establish specific financial goals; and to formulate, implement, and monitor a comprehensive plan to achieve those goals. The ChFC® program provides financial services professionals with in-depth knowledge of the skills needed to perform comprehensive financial planning for their clients.

Chartered Advisor for Senior Living (CASL®)
The Chartered Advisor for Senior Living (CASL®) designation focuses exclusively on the unique needs of mature clients. Developed with input from a panel of industry professionals, the designation provides representatives with comprehensive knowledge on the full range of financial, health, psychological and sociological issues confronting older clients. Individuals who earn the CASL® designation gain a thorough understanding of health and health care, long term care insurance, planning for pension distributions, suitability of investments, federal estate taxation and counseling on key family decisions.

Years of Experience

Representing Northwestern Mutual since 2005.

Education

Degree Major Institution
Bachelor of Science Business Management - Emphasis Finance Brigham Young University - Provo, UT
Masters of Science Financial Services The American College - Bryn Mawr, PA

Awards and Recognition

 

National Association of Insurance and Financial Advisors Quality Award 2011-2015

Award recognizing commitment to excellence in service to clients and industry

 

National Quality Award 2008-2010

Award recognizing persistency and performance

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck