As a Front Desk Administrative Specialist, Wyatt is the first face you see upon entering our offices and the first voice you hear when contacting the Advanced Planning Wealth Management Group. As the main liaison between our clients and our advisors, he is tasked with being knowledgeable about the industry to help achieve client satisfaction.
Wyatt graduated from California State University, Fullerton with a Bachelor of Arts degree in Human Communications. During his time in college, he focused on a wide variety of classes that helped him to achieve a deep understanding of interpersonal relationships and the communication techniques we use to form them. Because of his education background, Wyatt passionately believes that communication is key when it comes to achieving happiness and success in his professional and personal life. He strives to create clear lines of communication between guests and the team at Advanced Planning Wealth Management Group.
Wyatt’s early childhood was spent in various locations throughout the United States, but he has called Southern California home since the age of ten. Wyatt is an Alumnus of Newport Harbor High School where he played water polo and swam competitively. He is often found spending time at the beach during the summer months and has even worked as an ocean lifeguard for the city of Newport Beach. Wyatt has also performed as a member of Lokelani’s Rhythm of the Islands where he learned about and gained an appreciation for Polynesian culture. It is with this group that he has been fortunate enough to perform internationally in Japan and Tahiti.
When not working Wyatt enjoys spending time at home with his family and pets. He also enjoys reading, baking, and experiencing new cuisines.