Tyler Burtscher, CFP^®

Designations and licenses

Tyler is a CERTIFIED FINANCIAL PLANNER® professional.

Experience and education

Tyler provides personalized wealth planning solutions for high-net-worth individuals, families and business owners. He designs and implements customized wealth plans with a focus on clients’ long-term objectives and cash flow needs. He also provides integrated planning and strategies designed to help grow and protect wealth, including tax and estate planning, risk management and retirement planning.

Prior to joining Mariner, Tyler served as a vice president and financial consultant at Charles Schwab & Co. in Plano, Texas, working with high-net-worth families, guiding them through retirement planning, generational wealth transfer, portfolio construction and estate and tax strategies. Previously, he partnered with senior financial consultants across multiple Texas branches to deepen client relationships and deliver comprehensive financial plans for high-net-worth households.

Tyler earned a BSBA from the University of Kansas and a Bachelor of Arts degree in Spanish from the University of Kansas. He also holds an MBA from Southern Methodist University—Cox School of Business.

Personal interests

Away from the office, Tyler lives in Plano with his wife and son. He enjoys traveling, hiking, staying active, learning about history and following Formula 1, as well as spending time with friends and family.

Tyler’s Office

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.