Tyler Smith

Wealth Advisor

Tyler Smith




Tyler began his financial planning career as a financial advisor at a fee-only wealth management firm in Redondo Beach, CA, where he provided high net-worth individuals, families, and businesses with comprehensive financial planning advice. Prior to that, Tyler worked for 12 years as a partner at a technology firm where he focused on accounting, finance, and business development. He has a deep passion for helping his clients realize their best financial life and specializes in the areas of investment management, tax and estate planning, business planning, and retirement plans. Tyler is a CERTIFIED FINANCIAL PLANNERTM professional, an Accredited Investment Fiduciary®, and an active member of his local Financial Planning Association chapter. He graduated from the University of California, Santa Barbara with a degree in History and lives in San Diego, CA with his wife, Allison, and two young boys, Jackson and Henry.

Newport Beach

620 Newport Center Drive
Suite 1030
Newport Beach, California 92660

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San Diego

9740 Appaloosa Road
Suite 150
San Diego, California 92131

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