Tim Gottfredson, Cfp®, Cdfa® Email and Phone Number
Tim Gottfredson, Cfp®, Cdfa® work email
- Valid
Tim Gottfredson, Cfp®, Cdfa® personal email
- Valid
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.
Capita Financial Network
View- Website:
- capitaonline.com
- Employees:
- 17
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Wealth AdvisorCapita Financial Network Sep 2021 - PresentSandy, Utah, United States -
Senior Financial PlannerEp Wealth Advisors Oct 2020 - Sep 2021Salt Lake City, Utah, United States -
Director Of Financial PlanningFinancial Insight Center Jan 2018 - Sep 2020Salt Lake City, Ut
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Financial Planning AnalystPeterson Wealth Services Jul 2014 - Dec 2017Ogden, Ut
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Investment Representative, Cuso Financial Services, L.P.Horizon Credit Union Sep 2013 - Mar 2014Farmington, Ut
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High Net Worth RepresentativeFidelity Investments Jul 2012 - Mar 2013 -
FacilitatorFidelity Investments Sep 2011 - Jul 2012 -
Premium Relationship RepresentativeFidelity Investments Jul 2010 - Sep 2011 -
Financial Services RepresentativeFidelity Investments Dec 2009 - Jul 2010 -
Annuity Service RepresentativeFidelity Investments Dec 2007 - Dec 2009
Tim Gottfredson, Cfp®, Cdfa® Skills
Tim Gottfredson, Cfp®, Cdfa® Education Details
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University Of PhoenixBusiness 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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