Tyler Montano CFP®
Financial Advisor
Tyler Montano is a Financial Advisor who brings over a decade of financial services industry experience to Red Tower. He holds the CERTIFIED FINANCIAL PLANNER® designation and enjoys complex planning cases. Tyler began his career in the industry with New York Life before making his way into serving high-net-worth clients as a Director of Operations & Associate Financial Advisor at an Ameriprise Financial practice.
Tyler focuses on in-depth financial planning for tech professionals with an emphasis on retirement & tax-aware planning. His philosophy is simple: plan for the worst, hope for the best, and leave no stone unturned.
Originally from Southern California, Tyler & his wife currently live in Burlingame with their adorable French Bulldog pup, Beanie! In their free time, you’ll find them on a winery patio, glass of red in hand, taking in the views.
