Tyler Lambert, CFP®

Wealth Planner
Office: 781-314-1300 | Direct: 781-907-7359

Tyler is a Wealth Planner at the firm. He works directly with clients on their financial affairs. He is particularly interested in estate planning, wealth transfer strategies, and philanthropy.

Prior to joining the firm in 2016, Tyler worked at ALDI Food Market as a District Manager. Tyler was responsible for the growth, development and training of all of his employees as well as ensuring adherence to stringent store conditions. Prior to working at ALDI, Tyler also held positions as a Finance Intern at Goedecke & Co., AXA Advisors, and Waste Management.

He graduated magna cum laude from Bentley University with a Bachelor of Science Degree in Finance, and a minor in Mathematical Sciences and Management. Tyler is a CERTIFIED FINANCIAL PLANNER™ practitioner.

Tyler lives in Litchfield, NH. In his free time, he enjoys both watching and playing sports, along with spending time with his family and friends.

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