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

Wealth Advisor at Capita Financial Network
Location: Sandy, Utah, United States 10 work roles 1 school
1 work email found @epwealth.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email t****@epwealth.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Capita Financial Network
Role
Wealth Advisor
Location
Sandy, Utah, United States
Company size
17 employees

Who is Tim Gottfredson, Cfp®, Cdfa®? Overview

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Quick answer

Tim Gottfredson, Cfp®, Cdfa® is listed as Wealth Advisor at Capita Financial Network, a company with 17 employees, based in Sandy, Utah, United States. AeroLeads shows a work email signal at epwealth.com and a matched LinkedIn profile for Tim Gottfredson, Cfp®, Cdfa®.

Tim Gottfredson, Cfp®, Cdfa® previously worked as Senior Financial Planner at Ep Wealth Advisors and Director of Financial Planning at Financial Insight Center. Tim Gottfredson, Cfp®, Cdfa® holds Bachelor Of Science (Bs), Business Administration And Management, General from University Of Phoenix.

Company email context

Email format at Capita Financial Network

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*@epwealth.com
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AeroLeads found 1 current-domain work email signal for Tim Gottfredson, Cfp®, Cdfa®. Compare company email patterns before reaching out.

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Profile bio

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.

Listed skills include Financial Services, Mutual Funds, Series 7, Securities, and 34 others.

Current workplace

Tim Gottfredson, Cfp®, Cdfa®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Capita Financial Network
Capita Financial Network
Wealth Advisor
sandy, utah, united states
Website
capitaonline.com
Employees
17
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Company profile
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10 roles

Tim Gottfredson, Cfp®, Cdfa® work experience

A career timeline built from the work history available for this profile.

Senior Financial Planner

Ep Wealth Advisors

Salt Lake City, Utah, United States

Oct 2020 - Sep 2021

Director Of Financial Planning

Financial Insight Center

Salt Lake City, UT

Jan 2018 - Sep 2020

Financial Planning Analyst

Peterson Wealth Services

Ogden, UT

Jul 2014 - Dec 2017

Investment Representative, Cuso Financial Services, L.P.

Horizon Credit Union

Farmington, UT

Sep 2013 - Mar 2014
Team & coworkers

Colleagues at Capita Financial Network

Other employees you can reach at capitaonline.com. View company contacts for 17 employees →

TW Tyson Williamson Tyson Williamson Colleague at Capita Financial NetworkSalt Lake City Metropolitan Area, United States View → BC Ben Coburn Ben Coburn Colleague at Capita Financial NetworkSalt Lake City, Utah, United States, United States View → ZS Zaccary S. Call, Cfp® Zaccary S. Call, Cfp® Colleague at Capita Financial NetworkSalt Lake City Metropolitan Area, United States View → AH Ashley Hardy Ashley Hardy Colleague at Capita Financial NetworkDraper, Utah, United States, United States View → DL Danielle Lewis Danielle Lewis Colleague at Capita Financial NetworkSalt Lake City Metropolitan Area, United States View → BW Bart Wagstaff, Cfp® Bart Wagstaff, Cfp® Colleague at Capita Financial NetworkSandy, Utah, United States, United States View → ZN Zachary Newman Zachary Newman Colleague at Capita Financial NetworkMidvale, Utah, United States, United States View → RR Rylie Reynolds Rylie Reynolds Colleague at Capita Financial NetworkSandy, Utah, United States, United States View → CH Cristian Haymes Cristian Haymes Colleague at Capita Financial NetworkSalt Lake City, Utah, United States, United States View → JM Jayson Mcginnis, Cfp® Jayson Mcginnis, Cfp® Colleague at Capita Financial NetworkSalt Lake City Metropolitan Area, United States View →
1 education record

Tim Gottfredson, Cfp®, Cdfa® education

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

Frequently asked questions about Tim Gottfredson, Cfp®, Cdfa®

Quick answers generated from the profile data available on this page.

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 Capita Financial Network?

Tim Gottfredson, Cfp®, Cdfa® is listed as Wealth Advisor at Capita Financial Network.

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

AeroLeads has found 1 work email signal at @epwealth.com for Tim Gottfredson, Cfp®, Cdfa® at Capita Financial Network.

Where is Tim Gottfredson, Cfp®, Cdfa® based?

Tim Gottfredson, Cfp®, Cdfa® is based in Sandy, Utah, United States while working with Capita Financial Network.

What companies has Tim Gottfredson, Cfp®, Cdfa® worked for?

Tim Gottfredson, Cfp®, Cdfa® has worked for Capita Financial Network, Ep Wealth Advisors, Financial Insight Center, Peterson Wealth Services, and Horizon Credit Union.

Who are Tim Gottfredson, Cfp®, Cdfa®'s colleagues at Capita Financial Network?

Tim Gottfredson, Cfp®, Cdfa®'s colleagues at Capita Financial Network include Tyson Williamson, Ben Coburn, Zaccary S. Call, Cfp®, Ashley Hardy, and Danielle Lewis.

How can I contact Tim Gottfredson, Cfp®, Cdfa®?

You can use AeroLeads to view verified contact signals for Tim Gottfredson, Cfp®, Cdfa® at Capita Financial Network, including work email, phone, and LinkedIn data when available.

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

Tim Gottfredson, Cfp®, Cdfa® holds Bachelor Of Science (Bs), Business Administration And Management, General from University Of Phoenix.

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

Tim Gottfredson, Cfp®, Cdfa® is listed with skills including Financial Services, Mutual Funds, Series 7, Securities, Equities, Uniform Combined State Law, Retirement Planning, and Retirement.

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