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D. Tyler Heymann Email & Phone Number

Investment Advisor - CEPA - CEO at Prism Financial Concepts at Prism Financial Concepts
Location: Scottsdale, Arizona, United States 3 work roles 2 schools
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Current company
Prism Financial Concepts
Role
Investment Advisor - CEPA - CEO at Prism Financial Concepts
Location
Scottsdale, Arizona, United States

Who is D. Tyler Heymann? Overview

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D. Tyler Heymann is listed as Investment Advisor - CEPA - CEO at Prism Financial Concepts at Prism Financial Concepts, based in Scottsdale, Arizona, United States. AeroLeads shows a matched LinkedIn profile for D. Tyler Heymann.

D. Tyler Heymann previously worked as Investment Advisor - Financial Architect - CEO at Prism Financial Concepts and Relationship Manager / Financial Advisor at Heritage Family Offices, Llp. D. Tyler Heymann holds Masters Of Financial Services, Financial Planning from Institute Of Business & Finance.

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Prism Financial Concepts

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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.

Listed skills include Investment Advisement, Advanced Estate And Legacy Planning, Investment Management And Capital Allocation Strategies, Behavioral Finance, and 5 others.

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D. Tyler Heymann's current company

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Prism Financial Concepts
Prism Financial Concepts
Investment Advisor - CEPA - CEO at Prism Financial Concepts
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3 roles

D. Tyler Heymann work experience

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Investment Advisor - Financial Architect - Ceo

Current
Prism Financial Concepts

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.

Dec 2011 - Present

Relationship Manager / Financial Advisor

Heritage Family Offices, Llp

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.

Nov 2021 - Mar 2023

President

Prism Financial Concepts, P.C.

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.

Jun 2006 - Nov 2011
2 education records

D. Tyler Heymann education

Masters Of Financial Services, Financial Planning

Institute Of Business & Finance

Accounting

University Of Arizona
FAQ

Frequently asked questions about D. Tyler Heymann

Quick answers generated from the profile data available on this page.

What company does D. Tyler Heymann work for?

D. Tyler Heymann works for Prism Financial Concepts.

What is D. Tyler Heymann's role at Prism Financial Concepts?

D. Tyler Heymann is listed as Investment Advisor - CEPA - CEO at Prism Financial Concepts at Prism Financial Concepts.

Where is D. Tyler Heymann based?

D. Tyler Heymann is based in Scottsdale, Arizona, United States while working with Prism Financial Concepts.

What companies has D. Tyler Heymann worked for?

D. Tyler Heymann has worked for Prism Financial Concepts, Heritage Family Offices, Llp, and Prism Financial Concepts, P.C..

How can I contact D. Tyler Heymann?

You can use AeroLeads to view verified contact signals for D. Tyler Heymann at Prism Financial Concepts, including work email, phone, and LinkedIn data when available.

What schools did D. Tyler Heymann attend?

D. Tyler Heymann holds Masters Of Financial Services, Financial Planning from Institute Of Business & Finance.

What skills is D. Tyler Heymann known for?

D. Tyler Heymann is listed with skills including 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, and Real Estate Transactions.

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