Our Team

Tyler Bailey



Financial Planning Associate

[email protected]

Tyler Bailey joined Summit Financial Group in 2022 as a member of the Financial Planning team. Prior to joining Summit, he supported leading wealth management teams in San Francisco and Roseville within financial planning and client service capacities. Tyler enjoys helping families and individuals achieve their financial goals by building customized, comprehensive financial plans tailored to their needs.

 

Tyler attended the University of California, Santa Barbara where he attained a bachelor’s degree in Economics and Accounting. He currently holds the Series 7 and 66 licenses.

 

Born and raised in Northern California, Tyler currently resides in Walnut Creek. Outside of the office, Tyler enjoys playing golf, going fly fishing, skiing, and spending quality time with family and friends.

 

  • Summit Financial Group, LLC All Rights Reserved

Summit Financial Group, LLC All Rights Reserved

2000 Crow Canyon Place Suite 450, San Ramon, CA 94583 925-866-7800

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