Tim Norris-Buzzini Email and Phone Number
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Financial Advisor with extensive experience in corporate sponsored qualified retirement plans. Interested in developing advisory relationships with small to mid-size companies that establish performance goals for the plan(s) and understand the need to manage fiduciary responsibilities and liabilities through process driven solutions.Specialties: Investment Analysis, Retirement Plan Design, Fee Analysis and Negotiation, Fiduciary and Participant EducationSecurities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Kestra IS and Kestra AS are not affiliated with Defined Plan Advisors.This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC may only conduct business with residents of the states and jurisdictions in which they are properly registered. For additional information, please contact compliance at 844-5-KESTRA
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PrincipalDefined Plan Advisors Sep 1996 - PresentModesto, California AreaTim Norris-Buzzini is the founder of Defined Plan Advisors, an independent advisory firm that specializes in corporate retirement plans. Following a career as a financial advisor with a national brokerage firm, Tim developed qualified retirement plan expertise from a 3 year career with a local pension administration firm. For the last 21 years he has focused exclusively on providing advisory services to defined contribution plan sponsors and higher net worth individuals as an independent advisor. Tim graduated from the University of the Pacific with a B.S. in Business Administration. He holds FINRA Series 7 (General Securities Representative) and Series 63 (Uniform Securities Agent State Law Examination) licenses, is an Investment Advisor Representative and maintains CRPS®, CPFA® and NQPA™ professional designations.
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Founding PartnerDefined Retirement Plan Solutions Jan 2024 - PresentModesto, CaDefined Retirement Plan Solutions was founded to deliver administration services to companies that sponsor retirement plans. The partners' extensive experience in advising, designing and administering retirement plans, and doing it with competence, responsiveness and integrity makes DRPS uniquely positioned to meet and exceed plan sponsors' and participants' needs. -
AdvisorRpag 2008 - PresentRetirement Plan Advisory Group is a professional alliance of accomplished advisors that demands and delivers a higher-level of strategies, systems and services for qualified and nonqualified plan sponsor clients. As one of the largest independent consulting networks in the U.S., our services – including investment analysis, plan design, fee benchmarkings and employee communications – help to enhance investment opportunities for participants, while protecting fiduciaries from liability and loss. -
Plan ConsultantThe Osborne Organization Sep 1993 - Aug 1996
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Financial AdvisorA.G. Edwards & Sons, Inc. Sep 1992 - Sep 1993
Tim Norris-Buzzini Skills
Tim Norris-Buzzini Education Details
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Business Administration
Frequently Asked Questions about Tim Norris-Buzzini
What company does Tim Norris-Buzzini work for?
Tim Norris-Buzzini works for Defined Plan Advisors
What is Tim Norris-Buzzini's role at the current company?
Tim Norris-Buzzini's current role is Founder - Defined Plan Advisors and Defined Retirement Plan Solutions.
What is Tim Norris-Buzzini's email address?
Tim Norris-Buzzini's email address is tb****@****ors.com
What is Tim Norris-Buzzini's direct phone number?
Tim Norris-Buzzini's direct phone number is +120959*****
What schools did Tim Norris-Buzzini attend?
Tim Norris-Buzzini attended University Of The Pacific - Eberhardt School Of Business.
What are some of Tim Norris-Buzzini's interests?
Tim Norris-Buzzini has interest in Golf, Hunting, Health.
What skills is Tim Norris-Buzzini known for?
Tim Norris-Buzzini has skills like Investments, Retirement, Pensions, 401k.
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