My name is Justin Cykler and I welcome you to my web site!
As a CERTIFIED FINANCIAL PLANNER™ professional and Hall of Fame financial professional in the Retirement Benefits Group (RBG) with Equitable Advisors, I am focused on providing the best opportunity for my clients to be successful in achieving their financial goals.
In 2002, I started my career with Equitable Advisors (formerly known as AXA Advisors) and was extremely excited to help establish and build the local Retirement Benefits Group program. The RBG is a division of Equitable Advisors that specializes in working with the retirement planning needs and other financial strategies for educators, not-for-profit organizations, business professionals, hospitals and government entities.
As a financial planner, I really do enjoy the opportunity to help my clients build a financial road map (everyone is different), so that they are able to meet and exceed their retirement goals, education funding needs and other financial dreams based on the given time horizon(s). After nearly two decades, I still believe that my job as an advisor is to first LISTEN and to LEARN... it is only then that I am able to EDUCATE, ADVISE and customize my RECOMMENDATIONS for my clients. In so saying, seeing my clients succeed is the greatest of reward.
Financial planning can be complex, but with the tremendous support of Equitable and the RBG, I am able to provide great products and the best strategies to help my client(s) be successful. I am very proud that many of my clients have come from client referrals to their family, friends and acquantances that are seeking financial advice - those referrals allow me to spend more time working directly with clients. Technology and a constantly evolving set of ePlanning tools enables me to help people faster and easier than ever before. That being said, meeting face-to-face with my clients is incredibly important to me, particularly in today's digital day and age.
To stay on top of my field and develop my professional skills, I regularly attend industry training and certification programs. This includes completing the curriculum and passing the exams for:
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CERTIFIED FINANCIAL PLANNERTM
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NASD Securities Registration: Series 7, 24, 51, 66
I am proud to have received my BS and MS from Western Washington University and currently reside with my amazing wife and lovely daughter in Issaquah, WA. Thank you for visting and I hope to hear from you soon!
CFP ™, CERTIFIED FINANCIAL PLANNER™, and CFP (with flame logo)® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.
