Tyler Sterk, CPA, CFP®
Wealth Advisor

Industry Start Date: 2018

KAR Start Date: 2022

Education: B.A. in Business Economics with an Accounting Emphasis from the University of California, Santa Barbara

Credentials: CFP (Certified Financial PlannerTM), CPA (Certified Public Accountant), Series 66

Prior to Joining KAR:
Tyler worked as an Associate Wealth Advisor at a boutique wealth firm called Brown Wealth Management (BWM), where he specialized in tax saving strategies for high income earners and building customized investment portfolios to help clients achieve their financial goals. Before working at BWM, Tyler spent two years as a Associate Wealth Advisor at Merrill Lynch, after starting his career as a Tax Accountant for business owners and professional athletes at Hamilton Tharp.

When Not in the Office:
Tyler enjoys being active and outdoors, whether it’s at the beach, on the slopes, or on the golf course. He’s the youngest of three, and has four nieces and one nephew living nearby. He’s also a loyal fan of the San Diego Padres and LA Chargers.

What Do You Enjoy Most About Your Job?
The most rewarding part of my job is developing personal and trusting relationships with my clients. It’s a great privilege and responsibility to be a key decision maker in the financial affairs of so many bright, successful individuals. I love putting in the time to truly understand how clients think and feel about money, so I can help them create strategies to use their wealth as a tool to live their best lives.

What Do You Enjoy Most About Working at KARWA?
I love the passion and commitment to excellence that my colleagues at KAR embody everyday. Our firm takes great pride in the long-lasting relationships we’ve developed with our clients and strives to create a culture built on loyalty, honesty and trustworthiness.