Tuyyo Planning Group, LLC

Four years ago, we set out on a hunt to find a financial advisor we could trust. Among 5 meetings with different companies, Luis (Tuyyo Planning Group) instantly stood out -- he spent the time to get to know us and our goals while the others felt transactional at best. We couldn't be more thrilled with the financial guidance we've received from Tuyyo Planning Group since then. As a young, certified professional with a strong focus on family values, he took the time to understand our goals and helped us set up a comprehensive long-term financial plan, including support for both of our parents entering their retirement phase of life. What sets him apart is that he truly invests in building relationships — his commitment to our financial success and now friendship, is unwavering. Highly highly recommend!

I can’t say enough good things about Luis! He is not just a financial advisor—he’s a true partner in our financial and overall well-being. He’s incredibly empathetic, always available when we need him, and genuinely cares about our family’s future. It’s rare to find someone in this industry who leads with their values, but he does—both in his work and his life. The fact that he invited us to spend time with his family during the holidays speaks volumes about his character. We feel lucky to have him in our corner! Highly recommend.

Luis has been an amazing partner, guiding our way from the initial planning and throughout the ups and downs that life unexpectedly brings. He is a true fiduciary who has our family's best interest at heart, and always provides a well-rounded recommendation based on both quantitative and qualitative factors. I highly recommend working with Luis and the Tuyyo Planning Group, to anyone who is looking for financial guidance that is aligned with your family's values and best interests.

I’ve been working with Tuyyo Planning Group LLC for 3 years, and I couldn’t be happier with the guidance and expertise Luis and Brendan have provided. From the very beginning, they took the time to understand my financial goals, concerns, and long-term aspirations. Their personalized approach, deep knowledge, and strategic advice have truly made a difference in my financial confidence. Whether it’s retirement planning, investments, or budgeting, Tuyyo explains everything in a clear and easy-to-understand way, making complex financial topics feel manageable. They are always responsive, professional, and genuinely invested in my success. Thanks to their advice, I feel more in control of my finances and optimistic about my future. If you’re looking for a trustworthy, knowledgeable, and dedicated financial planner, I highly recommend Tuyyo Planning Group. Blane

Luis and his team are awesome! I knew right away when we met 3 years ago that he was an incredibly genuine and charismatic person that cared about me as a person, as well as all of my goals. Not only is he a great guy, but he's an amazing financial planner - I can rest assured that he's making all the right moves for us, and talking us through any of the uncertainties that inevitably come up from the nature of the game. I love having him on my team!

After a few meetings /interviews with different CFP's we found Tuyyo Planning Group online. We had a Zoom meeting with Luis and decided Tuyyo Planing Group was the right decision. In comparison we felt that Luis was invested in us. We feel at ease moving forward with Tuyyo Panning Group and Luis' expansive knowledge in relation to all aspects of our financial needs / future. So glad we made the right choice!

I followed my wonderful financial advisor Brendan Pheasant to this group and have been very happy with the professional fit and the services they provide. Above all, they are honest and disclose up front all fees, services, expectations by both their company and of the investor. I value the fact that they believe that financial decisions are significantly made with emotional reasons for investors and all persons. They educate and talk about the reasons behind a person's financial decisions. The best part is that they have training in financial therapy and understand that a person's financial picture does not just include that person, but also the family and anyone else who is at least relationally connected. They work with different levels of financial readiness and income. They are not stuffy in the least and very approachable which I didn't expect about a financial advisor when I started with Brendan over 5 years ago. I would recommend this group to everybody.