Tyler Conroy, CFP®, CPWA®
Vice President | Shareholder
Senior Wealth Planner
CFP, Wealth Management
Tyler Conroy, CFP®, CPWA®, is a senior wealth planner at Ferguson Wellman, based in Portland, OR. He joined the firm in 2023 and specializes in wealth transfer, tax mitigation and philanthropic giving. As a CERTIFIED FINANCIAL PLANNER™ professional (CFP®), he adheres to a disciplined approach and process to fully understand his clients’ goals and provide the best financial counsel. He is also a shareholder of the firm.
Prior to joining Ferguson Wellman, Tyler was a wealth planner at Aldrich Wealth.
Education and Designations:
- CFP® (Certified Financial Planner®)
- CPWA® (Certified Private Wealth Advisor®)
- Bachelor of Arts in Economics, Hobart College
- Master of Taxation, Villanova University (in progress)
Community Engagement:
- Member, Estate Planning Council of Portland
- Member, Estate Planning Council of Southwest Washington
