Home > Meet the Team > Tyler Aubrey



Tyler is a native San Diegan and CERTIFIED FINANCIAL PLANNERTM (CFP®) Professional. He first discovered his passion for financial planning while creating a financial plan for him and his wife to purchase their first home together.

Tyler’s excel spreadsheet wizardry ultimately materialized into a successful plan as he and his wife closed escrow on their first home. Tyler knew he had discovered his purpose then defined a plan to earn his CFP® Certification in order to help others make smarter decisions with their finances.

Tyler is a true student of the industry and enjoys bringing simplicity to often complicated financial planning subjects. He is dedicated in helping clients save money, invest smarter, and retire confidently. He is a member of the San Diego Financial Planning Association’s NexGen Group, a community of industry peers seeking to support, advise, and encourage the next generation of financial planners.

Tyler is a proud graduate from the University of Redlands with a degree in Financial Economics and minors in both Business and Accounting.

When not practicing financial planning, Tyler can be found watching football, golfing, barbecuing with friends and family, or spending time with his wife and high school sweetheart, Alli. Tyler and Alli live in Santee with their dog, an energetic border collie-terrier mix named Stella.


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