Tyler H. Cuba, CWS®, received his Bachelor of Science Degree in Business Administration with an emphasis in Finance from St. Louis University’s John Cook School of Business in 2009. After graduating, he returned to his hometown and joined Cuba Financial Group, becoming a Managing Partner of the firm in 2012 and taking over as CEO in 2019.
As his client’s personal chief financial officer, Tyler helps individuals and business owners make work optional by helping them keep more of what they earn. Utilizing custom portfolio solutions, comprehensive financial and estate planning, retirement income planning, and wealth protection strategies, he focuses on helping his clients address the systemic gaps that may exist in their current financial situation.
As a Certified Wealth Strategist®, his expertise has been sought for speaking engagements by various financial companies, professional associations, and video and written publications focusing on effective wealth advising for the needs of affluent individuals and millennials. He has served on the First Allied Securities Representative Advisory Council, working alongside his peers in addressing, and providing solutions for, the many challenges and opportunities that affect the advisors in their firm and across the industry.
In 2019, Tyler was awarded the prestigious Next Gen Advisor Award*, a national growth and leadership award given to one individual that shows exceptional growth and leadership while giving back to the firm and his peers, and represents the vision of the next generation of financial planning professionals.
As an active member of his community, Tyler serves on the Board of Directors for the Cape Girardeau Parks and Recreation Department. He is also a member of the Men’s Association of his local parish, St. Vincent de Paul, and of the Cape Girardeau Chamber of Commerce and devotes additional time to the Southeast Health Foundation. His interests include St. Louis Cardinal baseball, golfing, and spending time with his family. Tyler is married to his wife, Sarah, they have one son, Harrison, and two daughters, Anna-Campbell and Merritt. They currently reside in Cape Girardeau, Missouri.
The Top Next Gen list includes 250 rising advisors who help manage over $490 billion in client assets. Each advisor was nominated by their firm, then vetted and ranked by SHOOK Research. The rankings, developed by SHOOK Research, are based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors who are considered have a minimum of four years' experience and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.
* Recognition from rating services or publications is no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluations.