Ty Wheeler, MBA, CPFA® in

Ty Wheeler, MBA, CPFA®

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Retirement Plan Advisor at CuraFin Advisors
📍 Scottsdale, Arizona, United States

Ty Wheeler is a Retirement Plan Advisor at CuraFin Advisors in Phoenix, AZ, with an MBA and a Series 65 certification. He leverages a diverse background in project management, HCM technology, and international logistics to help organizations achieve strategic goals through best-practice retirement and education solutions. He holds a BS from the University of Arizona.

Outside of his professional life, Ty is based in the Phoenix area and has a keen interest in the local scene. He enjoys exploring local restaurants and is a self-proclaimed fan of IPA craft beers, indicating an appreciation for the local food and brewery culture.

Unique fact: Ty is a two-time winner of the "Sales Ambassador Club" award, highlighting a consistent history of high performance in his previous roles.

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Experience
15 Years
Current Role
Retirement Plan Advisor
Location
Scottsdale, Arizona, United States
Personality Overview

How Ty shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Ty cares about

Retirement Solutions
His career focus is on delivering qualified and non-qualified employer-sponsored retirement plans that provide long-term value for employees.
HCM Technology
His background includes advising on Human Capital Management (HCM) solutions to help organizations achieve strategic business goals.
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Career

Work history

4-2024
Retirement Plan Advisor
CuraFin Advisors
12-2022 - 4-2024
VP, Sales and Marketing - Retirement Plan Consulting Services
HUB International
5-2022 - 12-2022
HCM Solutions Advisor
Paycor
6-2019 - 5-2022
Business Solutions Executive
Sensei Project Solutions
9-2017 - 6-2019
Sr. Int'l Account Manager - Enterprise, Federal Public Sector & DOD
DHL Express
In the press

Media appearances

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Education
2009 - 2014
Bachelor of Science - BS
University of Arizona
2020 - 2022
Master of Business Administration - MBA
Grand Canyon University
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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