Tatum Schuler
CERTIFIED FINANCIAL PLANNER® · Certified Private Wealth Advisor® · Certified Divorce Financial Analyst® · Certified Plan Fiduciary Advisor
Virtual
In-Person
Specialties
About Me
I have over two decades of professional advisory experience with a dedication to finding the best ideas and solutions, involving the proper partners to assemble a well-rounded team.
I earned the CERTIFIED FINANCIAL PLANNER® professional designation in 2012, the CERTIFIED PRIVATE WEALTH ADVISOR™ professional designation in 2023, the CERTIFIED PLAN FIDUCIARY ADVISOR® professional designation in 2024, and the CERTIFIED DIVORCE FINANCIAL ANALYST® professional designation in 2025. I am currently working on earning further professional designations, as I believe that lifelong learning and evolution are critical to acting in a fiduciary capacity to those I am fortunate enough to serve.
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Interests & Hobbies
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Credentials
CERTIFIED FINANCIAL PLANNER®, Certified Private Wealth Advisor®, Certified Divorce Financial Analyst®, Certified Plan Fiduciary Advisor
Chartered Designations
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Disclosures
Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, a registered investment advisor. Cetera is under separate ownership from any other named entity.