San Diego

Ty Summerlin

CFP®

Senior Wealth Advisor

350 Camino De La Reina, Suite 500
San Diego, CA 92108

Ty Summerlin
Ty Summerlin

Professional Certifications

  • CFP® – CERTIFIED FINANCIAL PLANNER® professional

About Ty

With more than 20 years of experience, Ty advises clients with complex financial needs, including Biotech CEOs, private equity partners, and successful entrepreneurs. He has experience with estate and tax planning, including corporate stock option strategies, employee benefit analysis, and retirement planning. Ty focuses on integrating all the moving pieces of the client’s financial puzzle, as well as its thoughtful management and oversight.

Like so many of his clients, Ty shares an entrepreneurial spirit and passion for giving back. A long-time health & fitness buff, he remains an active volunteer with several adaptive sports and wounded veteran organizations.