Tiburon's Financial Advisor (FA) Roundtable is made up of practicing financial advisors who run financial advisory businesses but who also have strategic views on industry developments, enjoy being involved in its evolution, and seek to add value to Tiburon clients. These financial advisors have played many helpful roles for Tiburon clients as they can serve as a field-oriented group able to evaluate Tiburon-developed strategies. Many regularly attend Tiburon client meetings and participate in Tiburon projects. Many also give conference speeches leveraging Tiburon's research materials and applying their own experiences. All are eligible to earn seats at Tiburon's semi-annual CEO Summits. Click the links below to read biographies and gather contact information for Tiburon's financial advisor roundtable members:

Feel free to ask that any of Tiburon's FA Roundtable members be included in any existing project. Feel free to contact Tiburon's FA Roundtable participants directly or contact Sarah Sage at SSage@TiburonAdvisors.com or 415-789-2540 for assistance.

Tif Joyce
Joyce Financial Management
Tiburon FA Roundtable

Thomas "Tif" Joyce is president of Joyce Financial Management. He offers financial planning and investment management services to his clients. Mr. Joyce is registered principal with, and offers securities through LPL Financial. Member FINRA/SIPC

Prior to forming Joyce Financial Management, Mr. Joyce was a bank representative with Liberty Financial. Prior to that, Tif was a financial advisor with American Express Financial Advisors (Ameriprise Financial).

Mr. Joyce joined Tiburon's Financial Advisor Roundtable program in 2000 to assist the firm in addressing financial advisor and consumer needs. Tif also joined Tiburon's CEO Summit Planning Committee in 2005 and he manages the popular Ask the Consumers panel at Tiburon's CEO Summits. By leveraging Tiburon research, Mr. Joyce is an excellent conference speaker and market seminar participant on "Consumer Wealth, Target Markets, & Marketing Strategies", "Opportunities for Investing in the Wine Market", "Estate Planning & Charitable Giving Through Life Insurance & Trust Accounts", and "A Comprehensive Overview of the Product Usage, Business Models, & Best Practices of Independent Reps". Mr. Joyce resides in Sonoma, CA and can be reached directly at Thomas.Joyce@LPL.Com or 707-874-3790.

Tom Lydon
Global Trends Investments
Tiburon FA Roundtable

Tom Lydon is president of Global Trends Investments, an investment advisory firm specializing in the creation of customized portfolios for high-net-worth individuals. Tom also manages a popular blog called ETF Trends.

Mr. Lydon has been involved in money management for twenty years. He began his career with Fidelity Investments and was a founding member of The Charles Schwab Corporation’s Institutional Advisory Board (at the time that Tiburon’s Managing Principal Chip Roame was at Schwab). Mr. Lydon serves on the boards of directors for US Global Investors, Rydex Capital Partners, and is board chairman of the Make-A-Wish Foundation of Orange County & the Inland Empire. Mr. Lydon is a founding member of The Skip Viragh Award, until recently presented annually to a company or individual who offers a new and innovative service, benefit, or product that positively impacts the financial advisor community and its clients. He participates in the Orange County Register Finance & Economic Panel, writes for Bottom Line Personal, and is a regular contributor to major print, radio, and television media. Mr. Lydon's popular seminar, "How to Manage a Million Dollar Portfolio", has been attended by thousands of investors around the country.

Mr. Lydon joined Tiburon's Financial Advisor Roundtable in 2000 and plays a key role in leading this group, previously serving on its three person advisory board. Tom also joined Tiburon's CEO Sumimit Planning Committee in 2005. He also has assisted the firm in venture capital raising activities for Tiburon clients and by leveraging Tiburon's research, Mr. Lydon is also an excellent conference speaker and market seminar participant on "An Initial Overview of the Mutual Funds Industry", "ETFs & Indexing: The Movement Toward Market Linked Products", "A Comprehensive Overview of the Business Models & Best Practices of Fee-Based Financial Advisors", and "Trends in Succession Planning, Firm Valuations, & the Growing Acquisition Market for Financial Advisors." Tom resides in Huntington Beach, CA and can be reached directly at TLydon@GlobalTrend.Com or 949-794-0070.

In summary, the Tiburon Financial Advisor Roundtable is made up of a group of financial advisors who Tiburon believes have a strategic understanding of their businesses. The firm believes that they can help Tiburon clients by serving as a sounding board on new strategies, product ideas, & marketing models. Feel free to contact any of these financial advisors directly or request that Tiburon include them in any existing Tiburon project. To read about other Tiburon Executive Programs, please see the pages for CEOs-in-Residence and Consulting Fellows.

Tiburon, Joyce Financial Management, and Global Trends Investments are seperate and unaffiliated companies and not responsible for each other's policies & services.