Tyler Johnson, CFP®, CPA

Experience

• Wealth AdvisorCurrent

  Focus Partners · Menlo Park, California, United States

  Jul 2025 – Present

  Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, we work with clients at every stage, helping them control their financial future — whether that’s planning for retirement, preparing the next generation, or growing their business. We are dedicated to fostering meaningful growth for our clients. Our team of advisors works collectively to deliver personalized wealth planning strategies across local communities, placing our clients’ values, goals, motivations, and priorities at the heart of everything we do. Bordeaux Wealth Advisors merged with Focus Partners Wealth in July, 2025. Focus Partners Wealth is a registered investment advisor with the Securities and Exchange Commission. Registration does not imply any level of skill or training. Additional information about Focus Partners Wealth is also available on the SEC's website at www.adviserinfo.sec.gov. What I post here is my opinion, not the opinion of my employer. This information is provided for general information purposes only and should not be construed as financial, tax, or legal advice.

• Wealth Advisor

  Bordeaux Wealth Advisors · Menlo Park, CA

  Feb 2017 – Jul 2025

  • Provide ongoing analysis, recommendations, and monitoring for high-net-worth client's entire financial picture, including investments and asset allocation, income tax projections and estimated payment recommendations, cash flow planning and liquidity, insurance and risk management, and current estate plans. • Conduct detailed reviews and analysis of client tax returns and estate plan documents. • Co-chair of the firm's Tax, Estate, & Financial Planning Committee and contributing member of the Investment committee and Technology & Operations Committee Bordeaux Wealth Advisors is an independent, fee-only, comprehensive wealth management firm serving high- and ultra-high-net-worth families. https://bordeauxwealthadvisors.com/