Our Company Values
For those who are looking for financial advice, we realize the available options are many and deciding who to work with is a challenging problem. Listed below are our Company Values which we hope will give you a better understanding of how we operate.
- People Matter – We believe that each person is innately valuable and worthy of respect and honor. We believe that relationships matter and that business is relational, top to bottom. People First, Money Second is a priority statement that places people and relationships ahead of financial matters.
- Integrity Matters – We believe that integrity and truth matter. We believe we need to conduct our business in such a way that we are “above reproach. We believe suitability and ethical practices come from placing a high value on other people and their needs before our own.
- Communication Matters – We believe that communication with our client partners builds and maintains the trust that is necessary for business relationships to reach their full potential. We believe that our client partners deserve the type of communication that is frequent, timely, truthful, & relevant.
- Service Matters – We believe that good service is practical and that great service is necessary in the pursuit of business excellence. We will pursue perfection and in so doing “catch a little excellence along the way.” (Vince Lombardi)
TOM A. TYO, NSSA®
Strategic Path Financial Group, LLC
Tom A. Tyo, MBA is the Managing Director of Strategic Path Financial Group, LLC. His passion for retirement planning grew organically while working as an Insurance Agent. After years of answering questions and hearing the bad advice/confusion surrounding retirement income, Tom made it his mission to change the status-quo. Strategic Path Financial Group was formed with his father George to help tackle the misconceptions of financial advice and retirement planning.
Born and raised in the Los Angeles area, Tom has lived his whole life in Southern California. He graduated from San Diego State University with a Bachelor’s degree and later in life, earned his MBA. Tom has two awesome children in high school and knows the importance of proper planning. In addition to following the National League champion Dodgers, Tom is an advanced Referee with United States Soccer Federation and an Official with US Lacrosse. He loves the beach, dual sport motorcycle riding, playing golf and traveling with his better half Wendy.
The aim of SPFG is to be a full-service, transparent and client-first retirement planning firm that treats everyone like family. Our goal is to simplify the process, educate and answer our client’s questions with an easy to understand format. As licensed fiduciaries, not only is it our legal responsibility to provide advice that is best for you, it is our passion! We specialize in providing income strategies that are safe, secure and tailor-made to your individual financial goals during (or entering) retirement.
Tom is one of only fifty-six Financial Advisors in California certified as a National Social Security Advisor, enabling him to teach and help students maximize their benefits. Being a member in good standing with the National Ethics Association is imperative. Creating a reliable and steadfast plan for his client’s golden years is an obsession that Tom wants to share with everyone!
“Be Financially Free with SPFG”
GEORGE TYO, NSSA®
Strategic Path Financial Group, LLC
George Tyo, MBA is the Principal Investment Advisor of Strategic Path Financial Group, LLC. After working his way through the USC Graduate School of Business, George began his financial career as a commercial banker and then moved into corporate finance as the Investor Relations Director for a Fortune 1000 company. In this capacity, he managed the company’s communications with Wall Street and met with security analysts and shareholder
representatives on a regular basis.
As the Baby Boomer generation moved toward retirement, George became more and more concerned that Boomer investments often were concentrated far too heavily in stock-related assets. He saw a tremendous need to improve financial literacy and education and began to teach individuals the same principals of wealth management and financial security that succeeded in corporate America. His primary focus today is assisting clients preparing for retirement. He helps them identify achievable goals and then works together with them to create a plan to achieve these goals.
In addition to his MBA, George is certified by the National Social Security Association and has licenses in insurance, real estate and securities (Series 65). He is an excellent evaluator of complex financial instruments and always approaches client relationships with positivity and humor (traits that he developed while working as a guide on the Jungle Cruise at Disneyland
during his college years).
Plan For Your Future
There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement money. This is where we can be of service.
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