Tyler Petersen, CFP®

Regional Director, Partner

Salt Lake City, Utah

Las Vegas, Nevada

Contact Tyler

Tyler advises successful individuals, multigenerational families, and family offices on complex wealth planning. He helps clients navigate liquidity events, concentrated wealth, executive compensation, trusts, and multigenerational priorities. As Regional Director, he also supports advisor success and high-quality client experience across the Utah region.
Tyler earned a B.S. in Business Management from Brigham Young University and holds the CERTIFIED FINANCIAL PLANNER™ designation. In 2025, he was named to Forbes’ Best-In-State Top Next-Gen Wealth Advisors, recognizing both his leadership within the firm and his work with accomplished clients.
Tyler’s approach is highly coordinated, structured, and client-first. He aligns planning, tax, and estate considerations into clear roadmaps through proactive communication and strong execution, which are essential to preserving and transitioning wealth.
Tyler lives in Kaysville, Utah, with his wife, Sydney, and their four children. He enjoys volunteering, coaching youth sports, fly fishing, and camping. Family time is his favorite way to recharge.

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EP Wealth’s Tyler Petersen, CFP®,...