Tyler Bailey

CFP®

Associate Advisor

Tyler Bailey joined Summit Financial Group in 2022 as a member of the Financial Planning team working with Summit’s financial advisors in developing comprehensive financial plans for clients. In 2024, he joined Steve Wilcox’s practice as an Associate Advisor. Prior to joining Summit, he held various advisor and advisor support roles with leading wealth management teams in the Bay Area and Roseville.

Tyler enjoys helping families and individuals achieve their financial goals by constructing customized, comprehensive financial plans tailored to their needs and building a financial roadmap for success in the areas of retirement planning, investment management, risk management and legacy planning.

He attended the University of California, Santa Barbara where he attained a bachelor’s degree in Economics and Accounting. Born and raised in Northern California, Tyler currently resides in San Ramon. Outside of the office, he enjoys playing golf, fly fishing, skiing, and spending quality time with family and friends.

Tyler holds CA Insurance Lic. 0M64871. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Our Team

Tyler Bailey

Associate Advisor