Licenses & Certifications:
Series 6, 63, and 26 Mortgage License
Debt Certification
Life Insurance
Bio:
Tristan N. Myles was born and raised in Los Angeles, CA. She graduated from Southern University with a Bachelor of Science degree in Business Marketing and Louisiana State University with a Master of Arts degree in Adult Education with a Leadership Development emphasis. She is currently the Regional Vice President of Wealth After Work, LLC, an Ambassador of the Graduate Wealthy Program, and an Investment Representative (Series 6, 63 & 26 licensed) with FINRA and PFS Investments Inc. Her diverse background and training enables her to help clients pursue their long term financial goals through comprehensive, individualized financial planning.
Ms. Myles specializes in client education and investment analysis. She believes that a customized and client focused approach toward financial planning will ensure that the recommended programs encompass each person's goals, time frames and risk tolerance. She works closely with clients to develop unique financial strategies that incorporate asset allocation, financial management, retirement planning, college planning, various insurances and debt elimination.
Educating individuals and young adults by providing the knowledge on how to achieve financial freedom, as well as start on their own personal journey towards entrepreneurship, is Ms. Myles’s passion. In addition to developing a custom financial strategy for each client, she conducts regular meetings with clients to review performance, reconfirm financial goals and make adjustments as economic or lifestyle conditions warrant.
Ms. Myles is actively involved in many communities across the United States by hosting free seminars for companies (Financial Wellness Workshops), churches (Financial Stewardship Workshops) and for nonprofit organizations to spread the word on how everyone has the opportunity to become totally financially free.