Prior to establishing his career as a financial advisor Tim served for 30 years in the United States Navy and retired in 2010 as a Captain. He joined California Wealth Transitions after working at Merrill Lynch for two years.
Regarding his career transition, Tim says: "I have always enjoyed getting to know and help people overcome their financial life challenges. My clients benefit particularly because I collaborate with their tax and legal advisors to develop customized client solutions.”
Tim holds a Chartered Retirement Planning Counselor designation, or CRPC®, from the College for Financial Planning. This designation recognizes Tim’s focus on helping clients prepare for retirement.
Serving the local community is an essential part of Tim’s life. He is a member of San Diego Nice Guys, a nonprofit helping local families and individuals who have fallen on tough times. Since they first began in 1979, Nice Guys donations have been in excess of $14.7 million for families and individuals in San Diego County. There is no overhead, offices, or paid staff.
In his free time, Tim enjoys swimming, cycling, Yoga and traveling. He and his wife, Wanda, have three grown children and two Yorkshire Terriers named Zola and Zeus.
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