Tyler Petersen, CFP®
Salt Lake City, Utah
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 CERTIFIED FINANCIAL PLANNER™ designation.
Tyler enjoys spending time with his family and focusing on the excitement of helping a wide range of families throughout his community.
You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.