TYLER AUBREY, CFP®

TYLER J. AUBREY, CFP®

PARTNER, FINANCIAL PLANNER

Tyler Aubrey is a native San Diegan and CERTIFIED FINANCIAL PLANNER™ Professional. He's also a partner and owner of the firm.

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 on their first home. He 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.

A true student of the industry, Tyler enjoys bringing simplicity to often complicated financial planning subjects. He is dedicated in 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 from the University of Redlands with a degree in Financial Economics and minors in both Business and Accounting.

When not helping clients lower their tax bill, Tyler can be found watching football, golfing, or spending time with his wife, son, and energetic border collie-terrier mix named Stella.