TYLER HOCHWALT, CFP®

Senior Financial Advisor

Associate Vice President - Investment Officer

Address: 18700 NORTH HAYDEN ROAD, SUITE 525 , SCOTTSDALE , AZ 85255
Call: 480-419-9600  |  800-235-5152    Fax: 480-443-5744
Email: Tyler.Hochwalt@wellsfargoadvisors.com Compose mail in a new window

My Background

Tyler began his career with Wells Fargo Advisors in 2021 and holds a Bachelor of Science in Business Administration in Finance with Highest Distinction from Indiana University. Tyler passed the CERTIFIED FINANCIAL PLANNER® exam in July 2023. The CFP® certification identifies those individuals who have met the rigorous education, examination, experience, and ethics requirements of the CFP Board and have successfully completed coursework on financial topics in the following areas: general principles of financial strategies, insurance planning and risk management, employee benefits planning, and retirement and estate planning strategies. CFP® certificants also agree to meet ongoing continuing education requirements.<br/><br/>Tyler provides investment and wealth-building strategies while coordinating with our client?s CPAs and attorneys to provide a plan designed to reach their financial goals. <br/>Before beginning his career in financial services, Tyler played collegiate tennis at the University of Florida from 2007-2009. He continued his journey in professional tennis, competing on both the ATP and ITF tennis tours until 2018, at which point he refocused on his studies and completed his college degree. While completing his degree, he ran a successful professional tennis coaching business based out of Los Angeles. <br/>He holds his FINRA Series 7 and 66 securities registrations and insurance licenses.<br/><br/>Tyler resides in Scottsdale with his wife, Morgan, and daughters, Aubrey and Victoria. He enjoys being outside, playing tennis or golf, and spending time with his family. <br/><br/>Resident State ? Arizona<br/>California Insurance License 4232686

My Associate(s): Amy Mohnsam, Senior Registered Client Associate ; William Hochwalt, Financial Advisor

My Experience

  • 2022 - Present : Wells Fargo Advisors, Financial Advisor
  • 2021 - 2022 : Wells Fargo Advisors, Financial Consultant
  • 2021 - 2021 : Wells Fargo Advisors, Client Associate

My Education & Credentials

  • Bachelors degree in B.A with a major in Finance-Indiana University
Securities Registered in the following states: AZ, CA, CO, CT, DC, IA, IL, MD, MI, MN, MO, NC, NM, NV, NY, OH, OR, PA, TN, TX, VA, WA, WI, WY
Insurance licensed in the following states: CA (Lic. # 4232686)
TYLER HOCHWALT: Financial Advisor: Wells Fargo Clearing Services, LLC
United States: Arizona : SCOTTSDALE Branch