Tyler Sterk, CPA, CFP®

Wealth Advisor

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
#5 Independent Advisor in 2023
(#1 in 2017-2020, 2022)
Best-In-State
Wealth Advisors
(2018-2023)

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 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.

How Does KARWA Approach Wealth Management Differently?

Our investment management team is committed to quality. We diversify our risk not by owning a bunch of average companies, but by carefully selecting top business with consistent earnings, low debt, and strong cash flow. These are the companies most likely to produce great results no matter what 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.

 

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 2023 Best-In-State Wealth Advisors: The Forbes 2023 Best-In-State Wealth Advisors ranking was issued in April 2023 and covers the year 2023. KAR has not paid a fee to participate in the rankings and has not paid fees for a license to reprint and distribute the results of the rankings.

 

This information is being provided by KAR for illustrative purposes only. Information contained on this site is not intended by KAR to be interpreted as investment advice, a recommendation or solicitation to purchase securities, or a recommendation of a particular course of action and has not been updated since the date of the material, and KAR does not undertake to update the information presented should it change. This information is based on KAR’s opinions at the time of the publication of this material and are subject to change based on market activity. There is no guarantee that any forecasts made will come to pass. KAR makes no warranty as to the accuracy or reliability of the information contained herein.  The information provided here should not be considered to be insurance, legal, or tax advice and all investors should consult their insurance, legal, and tax professionals about the specifics of their own insurance, estate, and tax situations to determine any proper course of action for them. KAR does not provide insurance, legal, or tax advice, and information presented here may not be true or applicable for all investor situations. Additional information about KAR’s services and fees may be found in KAR’s Part 2A of Form ADV, which is available upon request or can be found at https://kayne.com/wp-content/uploads/ADV-Part-2A.pdf.

Contact Tyler Sterk, CPA, CFP®

Oops! We could not locate your form.