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Tyler Atkinson, CFP®
Atkinson Wealth Strategies
Tyler Atkinson, CFP®
Location:Bellevue, WA, 98005
Experience:7+ years of experience
Minimum portfolio requirement
(including stock grants):
At least $500,000
Credentials/Education: CFP: Certified Financial Planner
Fee structure(s):Hourly
Percentage of assets
Fixed Fee
Services offered:Portfolio Management
Retirement Planning
Estate Planning
Financial Planning
Education Funding
Equity Comp. Planning
StockOpter Analysis
Practice and Approach
Tyler is a private wealth advisor focused on holistic planning for households with at least one member who receives equity compensation (Stock Options/RSUs/ESPP/Awards/Etc.) through their employer and/or gross income over 250k for the household. Usually employed in the tech sector or executives at non-tech companies. He has extensive experience serving Facebook, Google, Apple, Flex, Boeing, PSE, AT&T, T-Mobile, Salesforce, Amazon, Biotech, and Microsoft employees.
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