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Tyler Li

Client Service Manager

Tyler is a CU Boulder graduate (Leeds School of Business, Business Administration, with emphasis in Finance, Accounting, and Personal Financial Planning), who brings experience from planning roles at Wells Fargo and at Northwestern Mutual, where he also worked with insurance planning. 

Like the rest of us on the Hiett Walsh team, Tyler was drawn to financial planning as a means to help people build, maintain, and utilize their wealth to live their lives according to their hopes, dreams, and values.” Money is a factor in almost every aspect of our lives,” he elaborates, “Managing it effectively leads to a better quality of life for our clients and their families, and enables them to also improve the world around them.”

Tyler is a huge tennis fan and a little bit pickleball-curious. 

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Moneta Tops Financial Planning’s Ranking of 2025 RIA Leaders 

Moneta Tops Financial Planning’s Ranking of 2025 RIA Leaders 

December 8, 2025

We’re proud to share that Financial Planning ranked Moneta No. 1 in its 2025 ...

Monthly Recap – November 2025

Monthly Recap – November 2025

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Once you have successfully navigated through Black Friday, Small Business Saturday, and Cyber Monday, ...

Sustainable, Scalable Growth Without Private Equity: How Moneta’s CEO Sees the Next Mile for RIAs 

Sustainable, Scalable Growth Without Private Equity: How Moneta’s CEO Sees the Next Mile for RIAs 

November 20, 2025

What does it take to scale a wealth management firm without sacrificing independence or cult...

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