5000 Executive Parkway, Ste 420 San Ramon, CA 94583

Financial Planner

Tyler Brooks is a comprehensive, fee-only financial planner. Tyler’s father started a printing business in 1979 in Oakland, CA and when health issues forced his father to step away from the business in 2001, Tyler and his mother stepped in to run the business for 9 more years. It is from this experience of being a business owner and an understanding of the financial uncertainties people face that drive Tyler’s acute interest in his client’s success. Tyler believes that his role as a fiduciary and fee-based financial planner can be simply summed up in the Golden Rule, “… in everything, do to others what you would have them do to you.”

Tyler and his team specialize in consolidating and protecting client assets while maximizing efficiencies for their stated goals. For individual investors, this is accomplished through cash flow analysis, investment optimization and insurance gap analysis. Tyler also excels at collaborating with other professionals such as Tax, Estate and Insurance specialists and enjoys referring to his team of trusted advisors whenever appropriate. Tyler holds licenses for Life and Health Insurance and Series 66.
Tyler’s second area of expertise is with small business owners. Because of his background in his family’s business he believes that business owners have 3 important obligations: 1) To the wellbeing of the owner’s family 2) To the wellbeing of the company’s employees and 3) To the wellbeing of the company itself. Tyler is a continued student of company retirement plans and helps business owners Organize, Formalize, Implement and Monitor the success of their retirement plans.