Assistant to John Nielsen*
Tanner Ayre is an assistant to John Nielsen, CFP®, working directly under his guidance. He plays an integral role in supporting the creation and delivery of comprehensive financial plans, assisting with client onboarding, data gathering, and follow-up implementation strategies. Tanner is often the first point of contact for clients and helps ensure a seamless experience throughout the planning process.
Tanner earned his Bachelor of Science degree from Brigham Young University and brings a professional background in commercial real estate development and finance. He is currently pursuing his CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and is deeply committed to developing the skills and judgment necessary to become a trusted advisor.
Outside the office, Tanner is a classically trained concert pianist, an avid half-marathon runner, and a devoted husband. He approaches client service with the same discipline, precision, and focus that have defined both his academic and personal pursuits.
2945 Townsgate Road, Suite 200
WESTLAKE VILLAGE, CA 91362
888-987-8702
*Registered Representative offering securities through Cetera Wealth Services, LLC, member of FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers, LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.