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Tyler Sterk, CPA, CFP® Wealth Advisor
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Newport Beach, CA
Highlights
START DATE
Industry: 2018
KAR: 2022
EDUCATION
B.A., Business Economics
with Accounting Emphasis,
University of California, Santa Barbara
PRIOR WORK EXPERIENCE
- Associate Wealth Advisor – Brown Wealth Management (BWM)
- Associate Wealth Advisor – Merrill Lynch
- Tax Accountant – Hamilton Tharp
CERTIFICATIONS AND CREDENTIALS*
- Certified Public Accountant
- Certified Financial Planner®
- Series 66
Fun Fact
My wife and I grew up in the same hometown. We went to the same junior high, high school and college.
| Q: | What Do You Enjoy Most About Your Job? |
| A: | 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.
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| Q: | What Do You Enjoy Most About Working at KARWA? |
| A: | 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.
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| Q: | How Does KARWA Approach Wealth Management Differently? |
| A: | 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.
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| Q: | What Do You Hope to Achieve for Your Clients? |
| A: | I love helping clients create a customized investment strategy tailored to their specific needs, so they can use their wealth as a tool to do the things in life that are most meaningful to them.
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| Q: | What Are You Involved in Outside of Work? |
| A: | I enjoy spending time with my family and being outdoors, whether it’s at the beach, on the slopes, or on the golf course. I have one daughter, and four nieces and two nephews living nearby. I'm also a loyal fan of the San Diego Padres and LA Chargers. |
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Contact Form for Wealth Management
*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.