Lyle Wolberg, CFP®

Lyle Wolberg, CFP®, has extensive experience in the financial services industry. Lyle began their career at Merrill Lynch in 1994, where they served as Senior Vice President of Investments until 1999. Lyle then joined UBS as Senior Vice President - Investments, where they remained until 2005. In 2005, Lyle became the CEO, Senior Financial Life Advisor, and Partner at Telemus, a firm that provides a holistic approach to financial management. Lyle is committed to offering independent advice and personalized solutions to clients. Additionally, Lyle serves on the Board of Directors at Sterling Bank & Trust, FSB, starting in 2017.

Lyle Wolberg, CFP®, pursued their Bachelor of Business Administration (B.B.A.) degree in Finance, General from the University of Michigan - Stephen M. Ross School of Business, from 1987 to 1991. Additionally, they obtained the Certified Financial Planner certification in May 1998.