D. Tyler Heymann

D. Tyler Heymann Email and Phone Number

Investment Advisor - CEPA - CEO at Prism Financial Concepts @ Prism Financial Concepts
D. Tyler Heymann's Location
Scottsdale, Arizona, United States, United States
About D. Tyler Heymann

As the Visionary leader and CEO of Prism Financial Concepts, I focus on the development and execution of strategic initiatives to grow the company. Fed up with the “business as usual” attitude of the financial advisory community at large, in 2016 I set out to accomplish three things: eliminate conflicts of interest that exist in the FA industry; realign advisor compensation with customer value; and change the conversation that advisors have with their clients to support a best and highest capital allocation mandate. My recent whitepaper “The Investment Paradox of the Entrepreneur” speaks to the practical aspects of the change I advocate for, and throughout my career I have advised thousands of business people on the benefits of thinking differently. I also serve on the board of the Arizona EO Accelerator Program, mentor Arizona Commerce Venture Ready participants, and sponsor programs like Arizona Start-up Week. A believer in living a well-rounded life, I also dedicate time to coaching ice hockey (as a Pinnacle High school Division 3 ice hockey coach) and I’m an avid supporter of social and communal causes that enable greater safety and security for children and empower financial literacy across the Arizona community. My wife Stephanie and I live in Scottsdale with our children Max and Paige and our Havanese, Charley.Investment Advisory Services offered through Trek Financial LLC., an (SEC) Registered Investment Advisor.

D. Tyler Heymann's Current Company Details
Prism Financial Concepts

Prism Financial Concepts

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Investment Advisor - CEPA - CEO at Prism Financial Concepts
D. Tyler Heymann Work Experience Details
  • Prism Financial Concepts
    Investment Advisor - Financial Architect - Ceo
    Prism Financial Concepts Dec 2011 - Present
    Scottsdale, Az, Us
    Prism Investment Management, Inc. is changing the way financial services are delivered to, and utilized by entrepreneurs and investors. The company was established accomplish three things; eliminate conflicts of interest that exist in the FA industry; realign advisor compensation with customer value; and change the conversation that advisors have with their clients to support a best and highest capital decision making. The firm serves three distinct clients; Entrepreneurs, Wealthy Families, and Families with Emerging Wealth to whom it provides professionally integrated financial planning services, investment management and advisement, and business consulting services. We are proud of the work we do in our community to improve financial literacy and have aligned ourselves with charities and organizations who share this philosophy.Investment Advisory Services offered through Trek Financial LLC., an (SEC) Registered Investment Advisor.
  • Heritage Family Offices, Llp
    Relationship Manager / Financial Advisor
    Heritage Family Offices, Llp Nov 2021 - Mar 2023
    Phoenix, Arizona, Us
    Heritage Family Offices LLP is a multi-disciplinary financial planning firm with multiple offices throughout Phoenix and California that offers services for wealth management, company sponsored retirement plans, tax, legal, and estate planning. By bringing all these professionals under one roof, it gives us unparalleled experience to bring to the table regardless of each companies’ unique structure and needs for our services.
  • Prism Financial Concepts, P.C.
    President
    Prism Financial Concepts, P.C. Jun 2006 - Nov 2011
    PFC was an integrated CPA firm and investment management solutions firm serving the tax and planning needs of small business's, individuals and families. The CPA firm was sold in 2010 and the investment management business was merged into Prism Investment Management, Inc.

D. Tyler Heymann Skills

Investment Advisement Advanced Estate And Legacy Planning Investment Management And Capital Allocation Strategies Behavioral Finance Financial Planning For Highly Taxed Business Owners Strategic Planning Entrepreneurship Real Estate Transactions Management Consulting And Leadership Coaching

D. Tyler Heymann Education Details

  • Institute Of Business & Finance
    Institute Of Business & Finance
    Financial Planning
  • University Of Arizona
    University Of Arizona
    Accounting

Frequently Asked Questions about D. Tyler Heymann

What company does D. Tyler Heymann work for?

D. Tyler Heymann works for Prism Financial Concepts

What is D. Tyler Heymann's role at the current company?

D. Tyler Heymann's current role is Investment Advisor - CEPA - CEO at Prism Financial Concepts.

What schools did D. Tyler Heymann attend?

D. Tyler Heymann attended Institute Of Business & Finance, University Of Arizona.

What skills is D. Tyler Heymann known for?

D. Tyler Heymann has skills like Investment Advisement, Advanced Estate And Legacy Planning, Investment Management And Capital Allocation Strategies, Behavioral Finance, Financial Planning For Highly Taxed Business Owners, Strategic Planning, Entrepreneurship, Real Estate Transactions, Management Consulting And Leadership Coaching.

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