Financial Planner, Investment Advisor Representative
Tim joined Barnum Financial Group in 2018 as a Financial Planner. He is passionate about financial planning and enjoys building relationships with his clients.
As a Financial Planner, Tim has received extensive training in a broad range of topics, including retirement planning, investment strategy, advanced wealth transfer, tax optimization, and risk mitigation. Tim along with his team performs extensive reviews of client investment portfolios and develops customized solutions to align their portfolios with their financial plans. Additionally, Tim analyzes clients’ insurance needs, reviews existing policies, and assures they have the right coverages in place.
Tim holds the Retirement Income Certified Professional® designation, administered by The American College of Financial Services. He also maintains Series 7, 65, 63, and 6 securities licenses as well as Life and Health Insurance Licenses.