About Us / Tyler Dolan
Tyler Dolan
Routinely overspends on Star Wars™ LEGO® ships.
Financial Planner
Tyler is a CERTIFIED FINANCIAL PLANNER™ practitioner who believes financial education can empower people to reach their goals.
What’s your background?
I began my financial planning career as a wealth management intern at UBS Financial Services while earning a master's degree in personal financial planning at Bentley University. I became a CERTIFIED FINANCIAL PLANNER™ professional while providing individuals and families with comprehensive financial planning advice at a firm close to my hometown of Byfield, Massachusetts. Volunteering at a local financial literacy initiative and assisting friends with financial decisions helped me realize I could help other young professionals as well.
What’s your approach to planning?
Everybody's financial goals are different, so I think it's important to tailor financial advice to each individual or family. I believe anybody can make sound financial decisions if equipped with a solid foundation of financial education.
From The Blog
The Sandwich Generation: A Guide to Supporting Your Family
How do you balance caring for your children and your elderly parents? Rachel Rabinovich, CFP® shares strategies she’s built from personal experience as a member of the Sandwich Generation.