Tyler Conroy, CFP®
Aldrich Wealth LP
- Wealth Management
- Financial Planning
- CERTIFIED FINANCIAL PLANNER™
Tyler joined Aldrich Wealth in 2019. Before joining the firm, Tyler spent several years as an Associate Financial Consultant with Charles Schwab. He has particular expertise in providing comprehensive wealth management and financial planning services. Tyler enjoys educating individuals and families on how to play an active role in their financial well-being.
Tyler earned a B.A. in Economics from Hobart and William Smith Colleges. Tyler holds FINRA Series 7 and Series 66 licenses. He is also a CERTIFIED FINANCIAL PLANNER™.
In Tyler’s free time, he enjoys hiking, listening to live music, and traveling to new places.