Tim Gottfredson, Cfp®, Cdfa®

Tim Gottfredson, Cfp®, Cdfa® Email and Phone Number

I help people experiencing divorce, who feel left out in the dark with no direction, to feel that a new life is attainable. @ Capita Financial Network
sandy, utah, united states
Tim Gottfredson, Cfp®, Cdfa®'s Location
Sandy, Utah, United States, United States
Tim Gottfredson, Cfp®, Cdfa®'s Contact Details

Tim Gottfredson, Cfp®, Cdfa® work email

Tim Gottfredson, Cfp®, Cdfa® personal email

About Tim Gottfredson, Cfp®, Cdfa®

As a dedicated Certified Financial Planner (CFP) with a strong passion for empowering individuals and families to achieve their financial goals, I bring over 15 years of industry experience and 10+ in comprehensive financial planning and wealth management. My mission is to provide personalized and strategic financial guidance to help my clients build, manage, and protect their wealth.I've been a part of the Capita Financial Network team for two years, helping my clients take control of their financial future — whether they're planning for retirement, investing for growth, or seeking tax-efficient strategies.As a dedicated Certified Divorce Financial Analyst (CDFA) with a passion for helping individuals and families navigate the complexities of divorce, I have expertise in divorce financial planning and specialize in providing strategic financial analysis and guidance during divorce proceedings, empowering my clients to make informed decisions and achieve a secure financial future post-divorce. My approach is empathetic, collaborative, and focused on achieving fair and equitable financial settlements.I'm always aiming for the best possible outcome for my clients, co-advisors, family, and friends.

Tim Gottfredson, Cfp®, Cdfa®'s Current Company Details
Capita Financial Network

Capita Financial Network

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I help people experiencing divorce, who feel left out in the dark with no direction, to feel that a new life is attainable.
sandy, utah, united states
Website:
capitaonline.com
Employees:
17
Tim Gottfredson, Cfp®, Cdfa® Work Experience Details
  • Capita Financial Network
    Wealth Advisor
    Capita Financial Network Sep 2021 - Present
    Sandy, Utah, United States
  • Ep Wealth Advisors
    Senior Financial Planner
    Ep Wealth Advisors Oct 2020 - Sep 2021
    Salt Lake City, Utah, United States
  • Financial Insight Center
    Director Of Financial Planning
    Financial Insight Center Jan 2018 - Sep 2020
    Salt Lake City, Ut
  • Peterson Wealth Services
    Financial Planning Analyst
    Peterson Wealth Services Jul 2014 - Dec 2017
    Ogden, Ut
  • Horizon Credit Union
    Investment Representative, Cuso Financial Services, L.P.
    Horizon Credit Union Sep 2013 - Mar 2014
    Farmington, Ut
  • Fidelity Investments
    High Net Worth Representative
    Fidelity Investments Jul 2012 - Mar 2013
  • Fidelity Investments
    Facilitator
    Fidelity Investments Sep 2011 - Jul 2012
  • Fidelity Investments
    Premium Relationship Representative
    Fidelity Investments Jul 2010 - Sep 2011
  • Fidelity Investments
    Financial Services Representative
    Fidelity Investments Dec 2009 - Jul 2010
  • Fidelity Investments
    Annuity Service Representative
    Fidelity Investments Dec 2007 - Dec 2009

Tim Gottfredson, Cfp®, Cdfa® Skills

Financial Services Mutual Funds Series 7 Securities Equities Uniform Combined State Law Retirement Planning Retirement Series 63 Fixed Income Insurance Asset Allocation Asset Management Fixed Annuities Iras Investment Advisory 401k Financial Analysis Strategic Financial Planning Wealth Management Bonds Etfs Equity Trading Finra Financial Markets Banking Trading Wealth Management Services Options Bloomberg Series 6 Investment Strategies Portfolio Management Financial Planning Investments Certified Financial Planner Personal Financial Planning Management

Tim Gottfredson, Cfp®, Cdfa® Education Details

  • University Of Phoenix
    University Of Phoenix
    Business Administration And Management, General

Frequently Asked Questions about Tim Gottfredson, Cfp®, Cdfa®

What company does Tim Gottfredson, Cfp®, Cdfa® work for?

Tim Gottfredson, Cfp®, Cdfa® works for Capita Financial Network

What is Tim Gottfredson, Cfp®, Cdfa®'s role at the current company?

Tim Gottfredson, Cfp®, Cdfa®'s current role is I help people experiencing divorce, who feel left out in the dark with no direction, to feel that a new life is attainable..

What is Tim Gottfredson, Cfp®, Cdfa®'s email address?

Tim Gottfredson, Cfp®, Cdfa®'s email address is tg****@****lth.com

What schools did Tim Gottfredson, Cfp®, Cdfa® attend?

Tim Gottfredson, Cfp®, Cdfa® attended University Of Phoenix.

What skills is Tim Gottfredson, Cfp®, Cdfa® known for?

Tim Gottfredson, Cfp®, Cdfa® has skills like Financial Services, Mutual Funds, Series 7, Securities, Equities, Uniform Combined State Law, Retirement Planning, Retirement, Series 63, Fixed Income, Insurance, Asset Allocation.

Who are Tim Gottfredson, Cfp®, Cdfa®'s colleagues?

Tim Gottfredson, Cfp®, Cdfa®'s colleagues are Brock Andersen, Zachary Newman, Laura Hadley, Kyle Cuvelier, Amanda Jackson, Zach Geertsen, Cfp®, Pooja Prakash.

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