Tyler Ondatje is a trusted advisor to many local families, individuals and businesses across Southern California. His experience spans from working for two of the nation’s largest Wall Street Firms to years of experience as a fiduciary independent advisor. His goal has always been to make a positive impact in the lives of clients and believes that planning is the key to truly understanding a client’s financial needs.
Tyler earned his B.S. in Business Finance from California State University, Fullerton. He’s licensed as an Investment Advisor Representative, holds his California State Insurance License and is a candidate for the prestigious Certified Financial Planner (CFP®) designation. Tyler is an active member of the Financial Planning Association and has been nominated as a Five Star Professional Wealth Manager in Orange County.
Tyler enjoys the challenge of solving clients’ complex financial needs and turning them into simple solutions. He thrives on educating clients and is most rewarded when clients feel empowered and confident to make good financial decisions and pursue their most important goals.
Outside of the office, Tyler is an avid golfer, enjoys exploring local restaurants and wineries, and spending time outdoors. He lives in Irvine with his wife Melissa and their two dogs Bentley and Milo.