Tim Oshima, Cebs, Cfp®
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Tim Oshima, Cebs, Cfp® Email & Phone Number

Insurance and Financial Advisor to Companies and Individuals at Acclaro Wealth Manangement
Location: San Francisco Bay Area, United States 15 work roles 4 schools
1 work email found @acclarowealth.com 1 phone found area 925 LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email t****@acclarowealth.com
Direct phone (925) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Insurance and Financial Advisor to Companies and Individuals
Location
San Francisco Bay Area, United States
Company size

Who is Tim Oshima, Cebs, Cfp®? Overview

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Quick answer

Tim Oshima, Cebs, Cfp® is listed as Insurance and Financial Advisor to Companies and Individuals at Acclaro Wealth Manangement, a with 1 employees, based in San Francisco Bay Area, United States. AeroLeads shows a work email signal at acclarowealth.com, phone signal with area code 925, and a matched LinkedIn profile for Tim Oshima, Cebs, Cfp®.

Tim Oshima, Cebs, Cfp® previously worked as Principal at Simplera Benefits And Insurance Solutions and Owner, Managing Principal, Certified Financial Planner; wealth management; financial planning at Acclaro Wealth Manangement. Tim Oshima, Cebs, Cfp® holds Cebs from Ifebp - The Wharton School, University Of Pennsylvania.

Company email context

Email format at Acclaro Wealth Manangement

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{first}@acclarowealth.com
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AeroLeads found 1 current-domain work email signal for Tim Oshima, Cebs, Cfp®. Compare company email patterns before reaching out.

Profile bio

About Tim Oshima, Cebs, Cfp®

I serve as a consultant on employee benefits, insurance and company retirement plans to employer groups. I have been in the industry for over 30 years and hold both a Certified Employee Benefits (CEBS) and Certified Financial Planner (CFP) designations. I work for one of the most innovative Benefits Consulting firms in the San Francisco Bay Area. My goal for my clients is to enable them to offer a benefits plan that is consistent with employee needs, strategic goals, and the company's financial resources.I specialize in complex benefits design, communications strategy, alternative funding mechanisms and wellness initiatives.I am passionate in my support of the non-profit community. I am an approved benefits consultant and broker for the CBO Center of the East Bay's constituency.CA License# #0D53211Specialties: I specialize in working in demanding and complex environments with a wide array of stakeholders. I build bridges and provide solutions. My team and I work together to ensure smooth transitions and rigorous follow through. We listen before we act and and then act quickly, collaboratively, and effectively.

Listed skills include Employee Benefits, Human Resources, Strategic Planning, Insurance, and 41 others.

Current workplace

Tim Oshima, Cebs, Cfp®'s current company

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Acclaro Wealth Manangement
Acclaro Wealth Manangement
Insurance and Financial Advisor to Companies and Individuals
walnut creek, california, united states
Employees
1
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15 roles · 33 years

Tim Oshima, Cebs, Cfp® work experience

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

Principal

Current
Simplera Benefits And Insurance Solutions

San Francisco Bay Area

Simplera Benefits partners with leading Bay Area employers to ensure that their retirement programs, cash compensation, HR strategy, and employee benefits plans are in optimal alignment with each other and with the goals of the organization.Simplera Benefits also works with individuals and business owners to protect their assets and secure their future. All our services are delivered in an environment of respect, collaboration, attention to detail, and adherence to the highest ethical standards.

Aug 2008 - Present

Owner, Managing Principal, Certified Financial Planner; Wealth Management; Financial Planning

Current

Walnut Creek, Ca 94596

Acclaro Wealth Management is a boutique financial advisory firm for successful individuals or families who are finding that managing their own financial life is becoming a little too complicated to handle alone. Our Personal CFO Program provides clients with the comfort that they can call us for advice on virtually any financial or economic subject, and we will provide them with an answer that is driven by their personal goals and values.

Sep 2012 - Present

Health Care Task Forces

Current
East Bay Leadership Council

The Contra Costa Council is a public policy advocacy organization that promotes the economic vitality and quality of life of Contra Costa County and the San Francisco Bay Area region.

2011 - Present ~15 yrs 7 mos

Advisor

Guidefinancial

Sf Bay Area

Providing guidance to a venture-backed company which provides solutions to the financial planning community. GuideFinancial is now part of John Hancock. Congratulations GuideFinancial!

May 2013 - May 2015

Board Of Directors

Employee Advisory Council

Concord, Ca

The California Employer Advisory Council is an independent, non-profit organization that works with the Employment Development Department (EDD) to improve the quality of employment services in California.

2009 - Dec 2014

Board Of Directors

California Advisory Council-Contra Costa County

Non-profit, which in cooperation with the State of California and Contra Costa County that supports business in Contra Costa County through various programs and services.

Dec 2009 - Jan 2011

Member Of Board Of Directors

Center For Human Development

The Center of Human Development is a Community-based Organization that seeks to promote justice, encourage positive choices, and reduce health disparities in the Bay Area.

Aug 2008 - 2010

Account Manager-Sales

2000 - 2001 ~1 yr

Senior Benefits Analyst

1996 - 1997 ~1 yr

Financial Consultant

Financial Analysis and underwriting of the health care utilization of large, complex organizations. Involved technical and account management work.

Jun 1989 - Jun 1994
4 education records

Tim Oshima, Cebs, Cfp® education

Cebs

Ifebp - The Wharton School, University Of Pennsylvania

Ba, Economics

Activities and Societies: Phi Beta Kappa, One year exchange program to Univeristy of Minnesota-Twin Cities

Education record

Castle High School
FAQ

Frequently asked questions about Tim Oshima, Cebs, Cfp®

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

What company does Tim Oshima, Cebs, Cfp® work for?

Tim Oshima, Cebs, Cfp® works for Acclaro Wealth Manangement.

What is Tim Oshima, Cebs, Cfp®'s role at Acclaro Wealth Manangement?

Tim Oshima, Cebs, Cfp® is listed as Insurance and Financial Advisor to Companies and Individuals at Acclaro Wealth Manangement.

What is Tim Oshima, Cebs, Cfp®'s email address?

AeroLeads has found 1 work email signal at @acclarowealth.com for Tim Oshima, Cebs, Cfp® at Acclaro Wealth Manangement.

What is Tim Oshima, Cebs, Cfp®'s phone number?

AeroLeads has found 1 phone signal(s) with area code 925 for Tim Oshima, Cebs, Cfp® at Acclaro Wealth Manangement.

Where is Tim Oshima, Cebs, Cfp® based?

Tim Oshima, Cebs, Cfp® is based in San Francisco Bay Area, United States while working with Acclaro Wealth Manangement.

What companies has Tim Oshima, Cebs, Cfp® worked for?

Tim Oshima, Cebs, Cfp® has worked for Simplera Benefits And Insurance Solutions, Acclaro Wealth Manangement, East Bay Leadership Council, Guidefinancial, and Employee Advisory Council.

How can I contact Tim Oshima, Cebs, Cfp®?

You can use AeroLeads to view verified contact signals for Tim Oshima, Cebs, Cfp® at Acclaro Wealth Manangement, including work email, phone, and LinkedIn data when available.

What schools did Tim Oshima, Cebs, Cfp® attend?

Tim Oshima, Cebs, Cfp® holds Cebs from Ifebp - The Wharton School, University Of Pennsylvania.

What skills is Tim Oshima, Cebs, Cfp® known for?

Tim Oshima, Cebs, Cfp® is listed with skills including Employee Benefits, Human Resources, Strategic Planning, Insurance, Deferred Compensation, Management, Benefits Administration, and Strategy.

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