Tyler Schall is a seasoned Financial Advisor (CRD# 7610163) known for his comprehensive, client-first approach to wealth management and future planning.

Educational Journey & Work Ethic

• Tyler holds a Bachelor’s degree in Managerial Economics with a emphasis in Present value and Future Value calculations as well as futures and options markets from UC Davis. Before transferring to UC Davis, he earned two Associate degrees—one in Business and another in Science & Mathematics—demonstrating both his academic ability and determination

• Throughout his college years, Tyler worked over 30 hours per week to finance his own education, exemplifying a strong work ethic and commitment to self-reliance that continues to this day

• Tyler is currently enrolled at Kaplan University in the CFP© Program and hopes to be sitting for the exam in November.

Professional Expertise

• Tyler advises clients on comprehensive wealth strategies, investment portfolio construction, and goal-based financial planning.

• Tyler specializes in blending investments to generate a risk to reward ratio for clients that helps them meet their investment goals over many years.

Life, Family, & Mobility

• After moving to Davis, California, Tyler met his wife, who was attending veterinary school at UC Davis. They got married in December 2021 and worked hard to fund their wedding and honeymoon to Hawaii entirely out of pocket while both were still in college.

• His wife was sworn in as a veterinarian in the U.S. Army in 2020, opening up a lifestyle of national and potentially global mobility. Tyler is fully prepared to continue supporting clients wherever their journey takes them.

Values & Approach

• Tyler is committed to delivering transparent, holistic financial advice. His background—rooted in hard work, education, and family values—drives his passion for helping clients achieve financial empowerment and long-term stability.