Tom A. Tyo, MBA is the Managing Director of Strategic Path Financial Group, LLC. His passion for retirement planning grew organically while working as an Insurance Agent. After years of answering questions and hearing the bad advice/confusion surrounding retirement income, Tom made it his mission to change the status-quo. Strategic Path Financial Group was formed with his father George to help tackle the misconceptions of financial advice and retirement planning.
Born and raised in the Los Angeles area, Tom has lived his whole life in Southern California. He graduated from San Diego State University with a Bachelor’s degree and later in life, earned his MBA. Tom has two awesome children in high school and knows the importance of proper planning. In addition to following the National League champion Dodgers, Tom is an advanced Referee with United States Soccer Federation and an Official with US Lacrosse. He loves the beach, dual sport motorcycle riding, playing golf and traveling with his better half Wendy.
The aim of SPFG is to be a full-service, transparent and client-first retirement planning firm that treats everyone like family. Our goal is to simplify the process, educate and answer our client’s questions with an easy to understand format. As licensed fiduciaries, not only is it our legal responsibility to provide advice that is best for you, it is our passion! We specialize in providing income strategies that are safe, secure and tailor-made to your individual financial goals during (or entering) retirement.
Tom is one of only fifty-six Financial Advisors in California certified as a National Social Security Advisor, enabling him to teach and help students maximize their benefits. Being a member in good standing with the National Ethics Association is imperative. Creating a reliable and steadfast plan for his client’s golden years is an obsession that Tom wants to share with everyone! “Be Financially Free with SPFG”
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