As a financial planner and the firm’s retirement plan specialist, Tyler Cinelli works with households to determine their financial goals and assists small business owners in creating and managing qualified retirement plans. In his role as the trading specialist, he performs trades on behalf of clients during both regular account rebalancing and in response to client requests to manage cash flow.
With over a decade of experience in the financial industry, Tyler brings a diverse array of experiences and qualifications to his work at Williams Financial. After earning his bachelor’s degree in management with a finance concentration from Rensselaer Polytechnic Institute, he went on to complete an MBA with a finance concentration from the State University of Albany. In addition, he holds the Qualified Plan Financial Consultant and ACCREDITED INVESTMENT FIDUCIARY (AIF®) designations. Tyler has earned multiple licenses in financial services including the Series 7, 66 and 65 FINRA licenses and a life insurance license.
Ever since joining the Williams Financial team in 2017, Tyler has been guiding clients through the financial planning process with his impressive expertise, approachable demeanor and the utmost level of care and intentionality.
Tyler and his wife, Lauren, live in Bennington, VT with their son, TJ, and their beloved rescue dogs, Finn and Luma. They enjoy traveling together and spending time with extended family. In addition, Tyler loves to play golf and keep up with his favorite teams, the Dolphins, Yankees and Tar Heels.