Tyler Tilton, CFP®, CRPS®
Upon entering the financial services industry, Tyler quickly learned that he needed something from his professional life – it had to add value to others’ lives. By combining his passion for financial planning with his natural mind for business, Tyler quickly learned he could make the biggest difference for his clients by serving business owners who wanted to achieve more in work and life.
Born into a family of entrepreneurs and Wall Street executives, Tyler is uniquely positioned to serve the firm’s business owner clientele. Since he was raised among entrepreneurs and investors, he understands the leadership, management and financial sides of a business owner’s journey, and he guides clients through every stage of growth – from startup to business exit – as a Certified Financial Planner®.
In addition to serving his own client base as a Wealth Advisor, Tyler also oversees Simplify365, a division of Vance Wealth developed with the small business owner’s busy life in mind. Its comprehensive approach focuses on Tyler’s specialties – business and tax planning, payroll optimization, and advanced retirement plan design – because these are the key areas that help a business grow according to plan.
In addition to his work with clients, Tyler also enjoys training new Vance Wealth team members and Wealth Advisors, working alongside them as they develop their skills and build their careers.
When Tyler’s not in the office, he can be found at the gym or enjoying the outdoors. He loves warm weather activities as much as cold, from beach trips to snowboarding. Tyler enjoys all types of music, particularly country, and he’s proud to be an alumnus of the University of San Diego, where he studied finance.