Tyler Aubrey is a dedicated Partner and Financial Planner at DEFINE FINANCIAL, a fee-only wealth management firm that specializes in guiding professionals aged 50 and older toward achieving their financial goals. A San Diego native, Tyler combines his love for strategic thinking—honed through years of...
Tyler Aubrey is a dedicated Partner and Financial Planner at DEFINE FINANCIAL, a fee-only wealth management firm that specializes in guiding professionals aged 50 and older toward achieving their financial goals. A San Diego native, Tyler combines his love for strategic thinking—honed through years of playing football and board games—with his expertise in financial planning to deliver tailored solutions for his clients. His journey into the financial sector began when he realized the profound impact a well-structured financial plan can have on one's life, particularly after crafting a comprehensive plan for a family member that highlighted the importance of proactive financial management.
At DEFINE FINANCIAL, Tyler is instrumental in key projects that focus on reducing taxes, optimizing investment strategies, and facilitating retirement planning. His proficiency in income tax planning and charitable gift planning allows him to create customized strategies that not only enhance his clients' wealth but also align with their values and philanthropic goals. Tyler's approach is characterized by a deep understanding of the unique challenges faced by those approaching retirement, and he is passionate about empowering his clients to retire on their own terms.
With a strong foundation in investment management and college savings plans, Tyler is committed to helping clients navigate the complexities of financial planning with confidence. His analytical skills and attention to detail ensure that every financial strategy is meticulously crafted to meet individual needs, making him a trusted partner in his clients' financial journeys. Whether it's planning for a comfortable retirement or maximizing the benefits of tax-efficient investing, Tyler Aubrey is dedicated to helping clients achieve financial peace of mind.
