Tyler appreciates putting real life events and the decisions of clients into helping them plan and manage their wealth. He encourages each client to think about financial impacts at every turn of their lives. Tyler values the holistic approach that EP Wealth Advisors brings to finances. To support that philosophy, Tyler shares his knowledge throughout the Wasatch Front by teaching financial literacy through school districts and community education programs so people can gain a better understanding of estate planning, Medicare, Social Security, tax planning, and other financial essentials. Tyler graduated from Brigham Young University with a B.S. in Business Management. He holds the Certif


Tyler Petersen
Regional Director, Partner
EP Wealth Advisors
United States, Utah, Salt Lake City
About Me
Profile Information
Regional Director, Partner
EP Wealth Advisors
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Salt Lake City
Utah
United States
Sep 6, 2024
More profiles to browse
Brady Jardine
Senior Vice President/ Partner - EP Wealth Advisors
RD
Richard Donnelly
Partner, Senior Wealth Advisor
BP
Brian Parker
Co-Founder & Managing Director
Derek Holman
Co-Founder, Managing Director
You Might Like
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
DH
Darla Hansen
Chief Administrative Officer
Corvus Wealth Advisors
ME
Michelle Elliott
Chief Operating Officer & Senior Client Service Manager
Kowalski Financial
Tim Lynch
Managing Member
Stonepine Capital Management (Private)