(#1 in 2017-2020, 2022)
Forbes Top RIA List
(2023)
Tyler Sterk, CPA, CFP®
Wealth Advisor
KAR: 2022
B.A., Business Economics
with Accounting Emphasis,
University of California, Santa Barbara
- Associate Wealth Advisor – Brown Wealth Management (BWM)
- Associate Wealth Advisor – Merrill Lynch
- Tax Accountant – Hamilton Tharp
- Certified Public Accountant
- Certified Financial Planner®
- Series 66
(#1 in 2017-2020, 2022)
Forbes Top RIA List
(2023)
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.
What Do You Enjoy Most About Working at KARWA?
I love the passion and commitment to excellence that my colleagues at KAR embody every day. 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.
How Does KARWA Approach Wealth Management Differently?
Our investment management team is committed to quality. We attempt to mitigate risk by carefully selecting strong businesses with consistent earnings, low debt, and strong cash flow. We believe these are the companies most likely to generate robust results no matter the market environment.
What Do You Hope to Achieve for Your Clients?
I love putting in the time to truly understand how my clients think and feel about money so I can ultimately create a sustainable financial plan that will help them use money as a tool to do all the things in life that are most meaningful to them.
What Are You Involved in Outside of Work?
I enjoy being active and outdoors, whether it’s at the beach, on the slopes, or on the golf course. I’m the youngest of three, and have four nieces and one nephew living nearby. I’m also a loyal fan of the San Diego Padres and LA Chargers.
† If you have any questions regarding a particular professional’s credentials or for more information regarding each credential’s requirements and qualifications, please contact KAR to receive a copy of your professional’s Form ADV Part 2B.
Barron’s “Top 100 Independent Advisors”: The Barron’s “Top 100 Independent Advisors 2023” was given in September 2023 and covers the year 2023. KAR has not paid a fee to participate in the rankings but has paid fees for a license to reprint and distribute the results of the rankings.
Forbes “Top RIA Firms”: The Forbes Top RIA Firms 2023 ranking was issued in October 2023 and covers the year 2023. KAR has not paid a fee to participate in the rankings but has paid fees for a license to reprint and distribute the results of the rankings.
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