Tim  Gardner, Aif®

Tim Gardner, Aif® Email and Phone Number

Wealth Manager and Founder @ Chatham Wealth Management
McLean, VA, US
Tim Gardner, Aif®'s Location
McLean, Virginia, United States, United States
About Tim Gardner, Aif®

From Elite Coach to Your Financial NavigatorIn founding Chatham Retirement Partners, my journey is defined by a simple belief: personalized guidance leads to unparalleled success. This principle, rooted in years of coaching elite swimmers, is now at the core of my mission to empower individuals and families in their financial endeavors.➡️Why Chatham Retirement Partners?We recognize that financial paths are as unique as the individuals walking them. Whether it's navigating investment taxes, planning for college, or securing a retirement on your terms, we're here to offer solutions tailored to your unique goals and challenges.➡️Your Financial CoachThe legends—Tiger Woods, Katie Ledecky, LeBron James—didn't reach their peaks alone; they had coaches. In the complex world of finance, consider me your coach, ready to guide you beyond the noise and towards your goals with clarity and confidence.➡️Let's ConnectIf you're ready to take control of your financial future or simply have concerns you wish to discuss, I'm here to help. Together, we can craft a strategy that reflects your individual needs and aspirations.- 📅 Schedule a chat: https://go.oncehub.com/TimGardner- 📺 Follow on YouTube: https://www.youtube.com/user/timgardner4166- 📘 Read our insights: https://www.crp-va.com/blog➡️Beyond FinanceOutside the office, I cherish time with family, contribute to my community, and stay active in sports and volunteering. My extensive experience and credentials, including a Bachelor's in Economics and numerous securities licenses, underscore my commitment to guiding you with integrity, expertise, and a fiduciary focus.➡️Navigate Your Financial Journey with ConfidenceLet’s embark on your financial journey together, where your goals are met with tailored strategies and a commitment to your success.

Tim Gardner, Aif®'s Current Company Details
Chatham Wealth Management

Chatham Wealth Management

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Wealth Manager and Founder
McLean, VA, US
Tim Gardner, Aif® Work Experience Details
  • Chatham Wealth Management
    Wealth Manager And Founder
    Chatham Wealth Management
    Mclean, Va, Us
  • Chatham Wealth Management
    Wealth Manager And Founder
    Chatham Wealth Management Nov 2024 - Present
    Mclean, Va, Us
  • Chatham Wealth Management
    Wealth Manager & Partner
    Chatham Wealth Management Sep 2014 - Present
    Mclean, Va, Us
    Tim brings clients more than 20 years of experience with retirement plans, working with retirement plan sponsors and High Net-Worth Individuals. Before joining Securities America, Tim worked for LPL Financial for 5 years, was in charge of compliance and operations, and was a Pension/401k consultant at Charles Schwab, Lincoln National, and Merrill Lynch. Tim received his Bachelor in Economics from Miami University before finding his passion for helping Key Executives and Small Business Owners achieve a work-optional lifestyle. He has earned the following licenses (series 7, 63, 65, 9, & 10). Tim shares a wealth of knowledge nationwide, especially with his Washington, DC, and North Carolina client base. Tim has also earned the Accredited Investment Fiduciary® (AIF®) professional designation, which represents his thorough knowledge of and ability to apply fiduciary practices to retirement plans, trusts, and foundations.
  • Lpl Financial
    Financial Advisor
    Lpl Financial Apr 2009 - Sep 2014
    San Diego, Ca, Us
    Served a broad group of Corporate Sponsored Retirement Plans and High Net-Worth Clients, providing Institutional Money Management principles to both groups.
  • Merrill Lynch
    Financial Advisor
    Merrill Lynch Mar 2004 - Apr 2009
    New York, Ny, Us
    I served a both High Net-Worth Families and Corporate Sponsored Retirement Plans
  • Charles Schwab
    Senior Investment Specialist
    Charles Schwab May 1997 - Mar 2004
    Westlake, Texas, Us

Tim Gardner, Aif® Education Details

  • University Of Michigan
    University Of Michigan
    General Studies
  • Miami University
    Miami University
    Economics

Frequently Asked Questions about Tim Gardner, Aif®

What company does Tim Gardner, Aif® work for?

Tim Gardner, Aif® works for Chatham Wealth Management

What is Tim Gardner, Aif®'s role at the current company?

Tim Gardner, Aif®'s current role is Wealth Manager and Founder.

What schools did Tim Gardner, Aif® attend?

Tim Gardner, Aif® attended University Of Michigan, Miami University.

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