Tim Farley Jr., Chfc, Clu, Chsnc

Tim Farley Jr., Chfc, Clu, Chsnc Email and Phone Number

Principal and Wealth Advisor @ Tempo Wealth, LLC
Independence, OH, US
Tim Farley Jr., Chfc, Clu, Chsnc's Location
Cleveland, Ohio, United States, United States
Tim Farley Jr., Chfc, Clu, Chsnc's Contact Details

Tim Farley Jr., Chfc, Clu, Chsnc work email

Tim Farley Jr., Chfc, Clu, Chsnc personal email

n/a
About Tim Farley Jr., Chfc, Clu, Chsnc

Timothy Farley is a fiduciary wealth advisor at Cleveland Wealth, LLC, with over 14 years of experience in the financial services industry. He holds the prestigious Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), and Chartered Special Needs Consultant (ChSNC) designations, demonstrating his advanced knowledge and expertise in various aspects of financial planning.Tim's practice is focused on helping individuals who work in publicly traded companies and families who have loved ones with special needs. He creates comprehensive and customized plans for his clients that aim to maximize both their corporate benefits and outside vehicles to help them achieve their goals. Tim is passionate about providing his clients with personalized and objective advice, and building long-term relationships based on trust and integrity. He resides in Fairlawn with his wife Tammy and stepdaughter Madison.

Tim Farley Jr., Chfc, Clu, Chsnc's Current Company Details
Tempo Wealth, LLC

Tempo Wealth, Llc

View
Principal and Wealth Advisor
Independence, OH, US
Website:
tempowealth.com
Employees:
5
Tim Farley Jr., Chfc, Clu, Chsnc Work Experience Details
  • Tempo Wealth, Llc
    Principal And Wealth Advisor
    Tempo Wealth, Llc
    Independence, Oh, Us
  • Cleveland Wealth, Llc
    Fiduciary Wealth Advisor
    Cleveland Wealth, Llc Apr 2019 - Present
  • Skylight Financial Group
    Financial Advisor
    Skylight Financial Group Jan 2010 - Apr 2019
    Cleveland, Oh, Us
  • Ahra, Ltd.
    V.P. Of Business Development
    Ahra, Ltd. Feb 2006 - Sep 2009
    AHRA provides senior executive search services to the Land-Title, Abstract, and Escrow industries in the forty-eight contiguous American states. Our clients are agencies, insurance companies, escrow companies, and abstract companies. Some are privately owned; some are publically traded. Our role is to assist our clients in their efforts to fill critical positions: professionals, managers, executives, and leaders.

Tim Farley Jr., Chfc, Clu, Chsnc Skills

Retirement Planning Series 7 Investments Strategic Financial Planning Disability Insurance Independent Financial Advice Financial Advisory Chfc Clu Wealth Management Estate Planning Securities Equities Series 63 Series 65 Fixed Income Portfolio Management Life Insurance Term Life Insurance Long Term Care Insurance Long Term Customer Relationships Mutual Funds Iras Roth Ira Fixed Annuities Variable Annuities Retirement Savings Employee Stock Options Restricted Stock Stock Option Deferred Compensation Non Qualified Deferred Compensation

Tim Farley Jr., Chfc, Clu, Chsnc Education Details

  • John Carroll University
    John Carroll University
    Business
  • Gilmour Academy
    Gilmour Academy
    Diploma

Frequently Asked Questions about Tim Farley Jr., Chfc, Clu, Chsnc

What company does Tim Farley Jr., Chfc, Clu, Chsnc work for?

Tim Farley Jr., Chfc, Clu, Chsnc works for Tempo Wealth, Llc

What is Tim Farley Jr., Chfc, Clu, Chsnc's role at the current company?

Tim Farley Jr., Chfc, Clu, Chsnc's current role is Principal and Wealth Advisor.

What is Tim Farley Jr., Chfc, Clu, Chsnc's email address?

Tim Farley Jr., Chfc, Clu, Chsnc's email address is tf****@****ide.com

What schools did Tim Farley Jr., Chfc, Clu, Chsnc attend?

Tim Farley Jr., Chfc, Clu, Chsnc attended John Carroll University, Gilmour Academy.

What are some of Tim Farley Jr., Chfc, Clu, Chsnc's interests?

Tim Farley Jr., Chfc, Clu, Chsnc has interest in Networking, Football, Children, Entrepreneurship, Problem Solving, Trying New Restaurants, Fitness, Golf, Travel, Health.

What skills is Tim Farley Jr., Chfc, Clu, Chsnc known for?

Tim Farley Jr., Chfc, Clu, Chsnc has skills like Retirement Planning, Series 7, Investments, Strategic Financial Planning, Disability Insurance, Independent Financial Advice, Financial Advisory, Chfc, Clu, Wealth Management, Estate Planning, Securities.

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