Tyler Vasquez

Wealth Advisor
Toll Free:
888-643-3133
Local:
949-502-0050
Direct:
949-508-8524

Senior Client Service Specialist

Jeff Sims

Phone: 949-428-0458

Tyler Vasquez is a Wealth Advisor (Series 65) at Index Fund Advisors, Inc. He has a variety of valuable experience within the finance industry and is currently in the process of becoming a Certified Financial Planner (CFP) through the UC Berkeley Extension.

Tyler works closely with a wide range of clients including high net worth individuals and institutions such as 401(k) plans. He focuses his expertise on personalized asset allocation, retirement planning and tax efficient strategies.

With every client being unique, Tyler is passionate about building lifelong relationships while providing holistic and comprehensive plans to address the financial needs and goals of each individual. He is committed to providing a fiduciary standard of care through investment strategies that are risk-appropriate, returns optimized, tax efficient and globally diversified.

Tyler earned his undergraduate degree in Finance from Brigham Young University. He began his career as an investment banker for J.P. Morgan in New York City, and also spent time within the private equity and venture capital space. Now living in Orange County, California, Tyler enjoys spending time with his wife, surfing, playing basketball, or volunteering with the youth in his church.

At IFA, we are dedicated to acting as your fiduciary to provide clients with investing success and peace of mind. For more information about our services, please feel free to contact Tyler for a complimentary, introductory conversation.

What's your Risk Capacity?

Calculating risk capacity is the first step to deciding which portfolio will generate optimal returns for each investor.

Each investor has a unique risk capacity and can be identified by a risk capacity score — a measure of
how much risk one can manage.

Determine Your Risk Capacity