Ty Summerlin, Cfp® Email & Phone Number

United States

Greater San Diego Area

At HoyleCohen, we believe that every client’s unique goals, circumstances and personal dynamics should dictate the type of financial support services they receive. Our dedication to this belief means that our conversations always operate around one central theme: you. We focus our discussions on what you want, what you need and what you are comfortable with. We spend time on things like helping you identify the gaps between your current financial planning and your financial goals, working with you through business and family transitions and tackling head-on those things that keep you up at night.In order to offer the type of highly customized and tailored financial assistance and guidance that we do, we have made it a priority to invest in professionals with a deep breadth of expertise in topics like tax and estate planning, financial counseling for women, retirement and income distribution, executive compensation planning as well as investments. Accreditations held by our staff include CFA, CAIA, JD, CIMA and CFP®. The combination of our knowledge and experience provides us with the tools and resources to ensure expertise in whatever you bring to us. And if we are not the best resource to help guide you through a particular issue, we will connect you with one of our trusted business partners who is.As an independent fee-based Registered Investment Advisor (RIA), we do not sell any products. Our sole responsibility is to act in the best interest of our clients. We believe this model best ensures that our clients receive neutral comprehensive financial advice.

Greater New York City Area

Directed multiple teams of senior financial advisors and top-tier tax professionals using a client- centric, comprehensive wealth planning process to protect, grow, and maximize revenue on more than $400 million in client investment assets.Collaborated with the firm’s highest level clients, including CEOs, private equity partners, and successful entrepreneurs to assess complex individual financial situations and develop personalized, multifaceted solutions. Highly regarded for providing thought leadership and subject matter expertise to firm principals and financial advisors in client development, investment management, estate and tax planning, stock option strategies, employee benefits analysis, and retirement planning. Analyzed capital markets, investment manager positioning, and economic indicators to formulate strategic and tactical investment policies in exceptionally challenging markets.Served as Family CFO, effectively coordinating ultra high net worth family office business, including bill pay, cash flow analysis, philanthropic planning, investment/portfolio management, tax preparation, estate administration, and risk management for clients with net worth in excess of $20 million.Drove firm-wide technology enhancements, including adoption of an integral data aggregation platform which eliminated duplicate data retrieval systems, enhanced client portfolio reporting, and reduced report generation costs. Implemented critical document management initiatives to increase staff productivity. Streamlined CRM processes to fully support the organizations growth and rapidly increasing need for improved client communication and operational efficiency.

Stafford, Texas

Sugar Land, Texas