Chief Investment Officer
Current
Jul 2022 - Present
AeroLeads people directory · profile
Tyler Vanderbeek, Cfp®,Cmt Email & Phone Number
Chief Investment Officer - Certified Financial Planner™ - CMT
at
Connect Financial
2 work emails found
@keystone-wealth.com
2 phones found area 435
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Chief Investment Officer - Certified Financial Planner™ - CMT
Location
Logan, Utah, United States
Who is Tyler Vanderbeek, Cfp®,Cmt? Overview
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Quick answer
Tyler Vanderbeek, Cfp®,Cmt is listed as Chief Investment Officer - Certified Financial Planner™ - CMT at Connect Financial, based in Logan, Utah, United States. AeroLeads shows a work email signal at keystone-wealth.com, phone signal with area code 435, and a matched LinkedIn profile for Tyler Vanderbeek, Cfp®,Cmt.
Tyler Vanderbeek, Cfp®,Cmt previously worked as Chief Investment Officer at Connect Financial and Portfolio Manager at Keystone Wealth Advisors. Tyler Vanderbeek, Cfp®,Cmt holds Bachelor'S Degree, Business Administration, Management And Operations from Brigham Young University - Idaho.
Company email context
Email format at Connect Financial
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{first}@keystone-wealth.com
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AeroLeads found 2 current-domain work email signals for Tyler Vanderbeek, Cfp®,Cmt. Compare company email patterns before reaching out.
Profile bio
About Tyler Vanderbeek, Cfp®,Cmt
Investing and finance has been a part of my life since I was a teenager. I learned at a young age of the importance of saving and investing which has morphed into a passion to educate and help others achieve financial success.Educating myself through the Certified Financial Planner courses gave me the holistic perspective of financial planning. Furthering my education with the Chartered Market Technician offered a new outlook on the financial markets. By combining these fields of education and experience, superior portfolio management has become a reality for my clients to meet their financial plans and investing goals.In my off hours you can find me riding my road bike, enjoying mountain biking, skiing some fresh powder in winter, and hanging out with my family.
Listed skills include Wealth Management, Investments, Asset Management, Investment Strategies, and 10 others.
Current workplace
Tyler Vanderbeek, Cfp®,Cmt's current company
Company context helps verify the profile and gives searchers a useful next step.
4 roles · 16 years
Tyler Vanderbeek, Cfp®,Cmt work experience
A career timeline built from the work history available for this profile.
Portfolio Manager
Keystone Wealth Advisors
Aug 2011 - Jul 2022
Board Member
Cache Valley For Hope
2011 - Feb 2015
Portfolio Manager
Began career focused on insurance products in 2002 with my father. Eventually studied investment products more and more. Became CFP® in 2006 and focus on asset management and risk management. Teamed up with Keystone Wealth Management in March 2006 to provide advice & support to partners and clients. Continually studying markets & economics as world markets are evolving.
Mar 2006 - Aug 2011
3 education records
Tyler Vanderbeek, Cfp®,Cmt education
Bachelor'S Degree, Business Administration, Management And Operations
Certified Financial Planner, Financial Planning And Services
The American College
Business/Finance
FAQ
Frequently asked questions about Tyler Vanderbeek, Cfp®,Cmt
Quick answers generated from the profile data available on this page.
What company does Tyler Vanderbeek, Cfp®,Cmt work for?
Tyler Vanderbeek, Cfp®,Cmt works for Connect Financial.
What is Tyler Vanderbeek, Cfp®,Cmt's role at Connect Financial?
Tyler Vanderbeek, Cfp®,Cmt is listed as Chief Investment Officer - Certified Financial Planner™ - CMT at Connect Financial.
What is Tyler Vanderbeek, Cfp®,Cmt's email address?
AeroLeads has found 2 work email signals at @keystone-wealth.com for Tyler Vanderbeek, Cfp®,Cmt at Connect Financial.
What is Tyler Vanderbeek, Cfp®,Cmt's phone number?
AeroLeads has found 2 phone signal(s) with area code 435 for Tyler Vanderbeek, Cfp®,Cmt at Connect Financial.
Where is Tyler Vanderbeek, Cfp®,Cmt based?
Tyler Vanderbeek, Cfp®,Cmt is based in Logan, Utah, United States while working with Connect Financial.
What companies has Tyler Vanderbeek, Cfp®,Cmt worked for?
Tyler Vanderbeek, Cfp®,Cmt has worked for Connect Financial, Keystone Wealth Advisors, Cache Valley For Hope, and Keystone Wealth Managment, Inc..
How can I contact Tyler Vanderbeek, Cfp®,Cmt?
You can use AeroLeads to view verified contact signals for Tyler Vanderbeek, Cfp®,Cmt at Connect Financial, including work email, phone, and LinkedIn data when available.
What schools did Tyler Vanderbeek, Cfp®,Cmt attend?
Tyler Vanderbeek, Cfp®,Cmt holds Bachelor'S Degree, Business Administration, Management And Operations from Brigham Young University - Idaho.
What skills is Tyler Vanderbeek, Cfp®,Cmt known for?
Tyler Vanderbeek, Cfp®,Cmt is listed with skills including Wealth Management, Investments, Asset Management, Investment Strategies, Risk Management, Investment Advisory, Portfolio Management, and Equities.
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