TYLER STERK, CFP®
ASSOCIATE WEALTH ADVISOR
In August of 2019, Tyler joined BWM Financial after working for Merrill Lynch. Prior to becoming a wealth advisor, Tyler earned his Certified Public Accountant license while specializing in tax planning and preparation for professional athletes and small business owners.
As a wealth advisor at BWM, Tyler focuses on tax-efficient planning and investment strategies, but advises individuals to review any financial transactions with accounting or tax implications with their CPA.
Tyler graduated from UC Santa Barbara with a bachelor’s degree in Business Economics and Accounting. He was a member and co-captain of the Men’s Division 1 Golf Team. After graduating, Tyler’s golf ability allowed him the opportunity to complete professionally throughout North America.
CA Insurance #OM55033
CPA License #136994