- Over 80 Years of Experience
Our two principals at Tuttle Financial Services, Ltd.™ are trusted advisors with extensive and varied professional and educational backgrounds in financial services. In addition, our more than eight decades of experience ensure we can address the complex web of issues of true comprehensive financial planning.
In 2004, Christopher Tuttle founded the firm, and in 2006, he partnered with Joan Yasolsky. Our principals are involved directly with all of our firm’s clients. They invest their time and attention to understanding each client’s specific profile and situation. With many decades of global professional experience in financial services encompassing investment and corporate banking, capital markets, institutional investment management, and private wealth advisory, Chris and Joan are singularly positioned to assist our clients in handling their personal and business finances.
CHRISTOPHER TUTTLE, a CERTIFIED FINANCIAL PLANNER™ practitioner since 1999, has also been an active instructor of all CFP® educational modules as well as review courses for the CFP board examination for over 20 years. He has educated a broad range of financial services professionals, including wealth managers, investment advisors, private bankers, accountants, estate attorneys, and insurance specialists. Within the evolving areas of financial planning, Chris aims to maintain a cutting-edge command of new developments and tax and regulatory changes.
In addition to educating both clients and other professional advisors, Chris is an Enrolled Agent with the Internal Revenue Service. Given the paramount importance of taxation to high-net-worth individuals, he has earned the ability to represent taxpayers before the IRS and educates and advises clients on tax matters. His corporate banking and capital markets background focused on highly structured tax and international transactions.
JOAN YASOLSKY has been a Chartered Financial Analyst® charterholder since 1993 and served as an institutional investment analyst and portfolio manager for a major U.S. insurance company. With senior roles at two international banks, her global capital markets experience involved several landmark cross-border financing transactions. In 2003, she founded a firm specializing in health care planning and insurance solutions, principally at the worksite.
With a solid analytical background commencing over 35 years ago, Joan provides the foundation for our emphasis on cash flow analysis and evaluation for our clients. Additionally, she utilizes her experience in health care planning to provide unique insight into one of the most significant concerns of our clients.
We act as the catalyst to focus and motivate our clients in addressing issues regarding their wealth. In cooperation with other professional advisors, we take the initiative to ensure an integrated and efficient planning process and address areas often unexplored by wealth managers and financial planners. We work collaboratively with our clients’ existing advisors to coordinate and enhance the value and scope of their specialty areas. In addition, we evaluate their input and synergies and make recommendations to modify or augment the current advisory team, if appropriate.
We actively work together with tax accountants, trusts and estates attorneys, private bankers, institutional trust companies, asset custodians, pension actuaries, third party administrators, hedge fund and alternative investment managers, investment advisors, mortgage brokers, and insurance specialists in areas such as long-term care, disability, life, health, property and casualty, premium finance, and life policy secondary sales.
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