Tyler Birch

Financial planning is about helping ambitious entrepreneurs, young families, and mid career professionals build a foundation strong enough to support the futures they envision.

I have always had a fascination with economics and the world of finance, you could even call me a finance nerd. I bring my deep knowledge of the financial markets, macroeconomics, and statistical analysis to my work with clients. I strive to make the complexities of financial planning approachable and accessible for everyone. As an Associate Financial Advisor, I bring a forward‑thinking perspective to the financial services industry. My focus is on listening, understanding your goals, your challenges, and the opportunities and risks ahead of you. From there, I can help you navigate the complexities of personal finance and/or business financial planning with practical strategies, transparent communication, and a commitment to your long‑term success.

Whether you’re planning for retirement, building savings, managing debt, or simply trying to make smarter financial decisions, I am here to support you with personalized guidance rooted in diligence and care.

As a local San Diegan I love to take full advantage of our good weather by hiking the beaches and mountains. I also enjoy visiting our farmers’ markets, and cooking with our local ingredients for family and friends.

Education, Licenses & Professional Designations

• University of Arizona, Bachelor of Arts in Economics

• Securities Industry Essentials (SIE) 

• Series 65 – CRD#8189047