Practice Focus
• Individual & Business Financial Services
• Estate Planning Strategies
• Insurance & Investment Analysis
• Employee & Group Benefits
• Tax Planning Strategies
• Wealth Management
Education/Certification
• Chartered Life Underwriter (CLU® ) - The American College in Bryn Mawr, PA
• Certified Fund Specialist (CFS) - Institute of Business and Finance in La Jolla, CA
Clyde Wyatt has more than 40 years experience delivering independent financial services to
individuals, business owners and key executives. As Managing Director of Navigation Financial
Group, Clyde combines his financial expertise with a natural ability to explain and articulate complex concept
to help his clients make well-informed decisions and to find meaningful financial solutions.
By listening to a client’s concerns and objectives, Clyde helps define goals and develop a
comprehensive plan that takes into consideration their unique needs, time frames and risk tolerance.
He believes in a long-term relationship approach and a collaborative effort with other professionals
such as attorneys and CPAs, to help clients seek financial freedom and independence.
Clyde has augmented his experience in the industry by obtaining the Chartered Life Underwriter
professional designation through the American College in Bryn Mawr, PA, as well as the Certified
Fund Specialist designation through the Institute of Business and Finance in La Jolla, CA. Clyde
has enjoyed a career of many decades, connecting with people and helping clients plan for their
financial futures.
Balancing work with time spent with family, Clyde also actively gives back to his community, including
past president of the Rowlett Chamber of Commerce and serving on the Dallas County Election Board.
Clyde is also a deacon in his Church, and when time allows, enjoys both golf and hunting.
Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. cooperation is appreciated.
This message and any attachments contain information, which may be confidential and/or privileged, and is intended for use only by the intended recipient, any review; copying, distribution or use of this transmission is strictly prohibited. If you have received this transmission in error, please (i) notify the sender immediately and (ii) destroy all copies of this message. If you do not wish to receive marketing emails from this sender, please reply to this email with the word REMOVE in the subject line.