Salt Lake City, Utah
Education &Brigham Young University, B.S. in Business Management
CERTIFIED FINANCIAL PLANNER™
Tyler Petersen is Vice President and Partner at EP Wealth Advisors, and more than anything, Tyler Petersen values the holistic approach that EP Wealth Advisors brings to finances. He appreciates putting real life events and decisions of clients into context of their wealth. He encourages them to think about financial impacts at every turn. To support that philosophy, Tyler holistically shares his knowledge throughout the Wasatch Front. He sees the value in financial literacy and teaches a regular series of financial courses through school districts and community education programs where people can gain a better understanding of estate planning, Medicare, Social Security, tax planning, and other financial essentials.
Latest Posts by EP Wealth Advisors
Unemployment Rates, Biden’s Infrastructure Bill, and Increasing Tax Rates | Market Update March 29, 2021