Tyler McSween

California State Icon Lafayette, California
Financial Planning Associate
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About Tyler

Tyler McSween started building his experience in financial services while still in college. He joined EP Wealth Advisors in 2021 after serving as a Client Service Associate at First Republic Wealth Management. Tyler enjoys the opportunity to put his analytical skills to work as part of a team that’s dedicated to providing impactful service to clients. Having completed the CERTIFIED FINANCIAL PLANNER™ exam, he’s currently building the requisite work experience to complete the process of receiving his CFP® designation. Outside the office, Tyler keeps busy playing golf, traveling and riding mountain bikes.

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Education

San Diego State University, B.S. Financial Services

How can Tyler help?

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