TYLER AUBREY, CFP®

Tyler Aubrey is a CERTIFIED FINANCIAL PLANNER™ Professional and managing partner at Define Financial.

He first discovered his passion for financial planning while creating a financial plan for him and his wife to purchase their first home together. His Excel spreadsheet wizardry ultimately materialized into a successful plan as he and his wife closed escrow.

He knew he had discovered his purpose and immediately worked toward his CFP® Certification so he could help others make smart decisions with their money.

A true student of the industry, Tyler enjoys bringing simplicity to often complicated financial planning subjects. He is dedicated to helping clients reduce taxes, invest smarter, and retire confidently. He's also 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 of the University of Redlands with a degree in Financial Economics and minors in both Business and Accounting.

When he's not reducing tax bills for clients, Tyler can be found watching football, golfing, or spending time with his wife, two sons, and energetic border collie-terrier mix named Stella.