Tim Guilford, Cebs, Aif, Cpfa, Sphr
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Tim Guilford, Cebs, Aif, Cpfa, Sphr Email & Phone Number

Financial Services Advisor at PointOak Retirement Advisors
Location: Washington Dc-Baltimore Area, United States 4 work roles 2 schools
1 work email found @kellerbenefit.com 2 phones found area 301 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email t****@kellerbenefit.com
Direct phone (301) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Role
Financial Services Advisor
Location
Washington Dc-Baltimore Area, United States
Company size

Who is Tim Guilford, Cebs, Aif, Cpfa, Sphr? Overview

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Quick answer

Tim Guilford, Cebs, Aif, Cpfa, Sphr is listed as Financial Services Advisor at PointOak Retirement Advisors, a with 3 employees, based in Washington Dc-Baltimore Area, United States. AeroLeads shows a work email signal at kellerbenefit.com, phone signal with area code 301, and a matched LinkedIn profile for Tim Guilford, Cebs, Aif, Cpfa, Sphr.

Tim Guilford, Cebs, Aif, Cpfa, Sphr previously worked as President at Guilford Retirement Services and Registered Principal at Raymond James Financial Services. Tim Guilford, Cebs, Aif, Cpfa, Sphr holds Mba, Finance, Business Administration from Virginia Commonwealth University - School Of Business.

Company email context

Email format at PointOak Retirement Advisors

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*@kellerbenefit.com
68% confidence

AeroLeads found 1 current-domain work email signal for Tim Guilford, Cebs, Aif, Cpfa, Sphr. Compare company email patterns before reaching out.

Profile bio

About Tim Guilford, Cebs, Aif, Cpfa, Sphr

I founded Guilford Retirement Services (GRS) for retirement plan sponsors responsible for 401(k), 403(b), defined benefit, and nonqualified deferred compensation plans seeking investment management and discretionary services.Specifically, GRS provides investment advisory and fiduciary services to organizations throughout the Washington, D.C. metro area which include government contractors, not-for-profit associations, law firms, construction and development companies, manufacturers, and quasi-governmental organizations. Our mission is to help these organizations design and deliver competitive retirement benefits that help them achieve their financial goals while positioning their employees to successfully retire. With 31 years of experience in the benefits and qualified retirement plan business, I have assembled options that help the organizations I work with design retirement plans that work. Options include low-cost investment options, automated features, access to third-party managed account and advice services, and support for your employee’s full financial lives.To keep GRS in front of the latest developments affecting retirement plans we are members of the Retirement Plan Advisory Group (RPAG), an alliance of accomplished defined contribution advisors allowing us to provide plan sponsors and plan participants a retirement plan solution complete with Investment Analysis (including Target Date Funds Analysis), Fee Benchmarking, Plan Design, Plan Sponsor Education, Participant Education, Fiduciary Education, Financial Wellness Programs and ERISA Compliance.Our affiliation with Raymond James and RPAG also provides me access to the entire universe of mutual funds, as well as exclusive Collective Investment Trusts (CITs), and separate account managers. This flexibility allows me to always select from 'best of breed' investments on behalf of my clients.I am confident GRS has the personnel and expertise to keep your plan in compliance and to meet both your business and financial goals. Talk with us about your retirement plan options.For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section.Securities offered through Raymond James Financial Services, Inc. Member FINRA / SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

Listed skills include Employee Benefits, Retirement, Human Resources, Retirement Planning, and 2 others.

Current workplace

Tim Guilford, Cebs, Aif, Cpfa, Sphr's current company

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PointOak Retirement Advisors
Pointoak Retirement Advisors
Financial Services Advisor
Washington, DC, US
Website
Employees
3
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4 roles

Tim Guilford, Cebs, Aif, Cpfa, Sphr work experience

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

President

Current
Guilford Retirement Services

Working within the HR field since 1981 I have consciously developed my professional designations to distinguish me among retirement plan advisors. While I am an Accredited Investment Fiduciary (AIF), a designation for professionals who are well-versed in fiduciary responsibility and meet the Global Fiduciary Standard of Excellence, I have also earned the SHRM-SCP, SPHR, and IFEBP professional designations. While my non-retirement plan-related designations provide me with a certain familiarity and insights to health and welfare benefits, my main focus is on developing and managing retirement plans for my clients. A key area of emphasis for me is employee education in around the area of employee financial wellness. Unique in our service offering is that each plan participant has our contact information and know they can call on us at any time to answer their personal retirement plans questions. I manage and provide consulting and retirement plan services for organizations throughout the Washington, DC metro area. Specifically, I work with, among others, government contractors, not-for-profit associations, law firms, construction and development companies, manufacturers, and quasi-governmental organizations, designed for them to meet their obligations to both their employees and ERISA (the Employee Retirement Income Security Act).As Retirement Plan Advisor Group (RPAG) members I utilize RPAG’s technology to provide our plan sponsors and participants a retirement plan solution complete with Investment Analysis, Fee Benchmarking, Plan Design, Plan Sponsor Education, Participant Education, Fiduciary Education, Financial Wellness Programs and ERISA Compliance.Guilford Retirement Services is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc.

Jan 2018 - Present

Registered Principal

Current
Raymond James Financial Services

Investment Advisory Services offered through Raymond James Financial Services Advisors, Inc.

Nov 1994 - Present

Consultant

Keller Benefit Services

Bethesda, Md

Retirement plan consultant. Keller Benefit Services is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc.

Oct 1990 - Dec 2017
2 education records

Tim Guilford, Cebs, Aif, Cpfa, Sphr education

FAQ

Frequently asked questions about Tim Guilford, Cebs, Aif, Cpfa, Sphr

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

What company does Tim Guilford, Cebs, Aif, Cpfa, Sphr work for?

Tim Guilford, Cebs, Aif, Cpfa, Sphr works for PointOak Retirement Advisors.

What is Tim Guilford, Cebs, Aif, Cpfa, Sphr's role at PointOak Retirement Advisors?

Tim Guilford, Cebs, Aif, Cpfa, Sphr is listed as Financial Services Advisor at PointOak Retirement Advisors.

What is Tim Guilford, Cebs, Aif, Cpfa, Sphr's email address?

AeroLeads has found 1 work email signal at @kellerbenefit.com for Tim Guilford, Cebs, Aif, Cpfa, Sphr at PointOak Retirement Advisors.

What is Tim Guilford, Cebs, Aif, Cpfa, Sphr's phone number?

AeroLeads has found 2 phone signal(s) with area code 301 for Tim Guilford, Cebs, Aif, Cpfa, Sphr at PointOak Retirement Advisors.

Where is Tim Guilford, Cebs, Aif, Cpfa, Sphr based?

Tim Guilford, Cebs, Aif, Cpfa, Sphr is based in Washington Dc-Baltimore Area, United States while working with PointOak Retirement Advisors.

What companies has Tim Guilford, Cebs, Aif, Cpfa, Sphr worked for?

Tim Guilford, Cebs, Aif, Cpfa, Sphr has worked for Pointoak Retirement Advisors, Guilford Retirement Services, Raymond James Financial Services, and Keller Benefit Services.

Who are Tim Guilford, Cebs, Aif, Cpfa, Sphr's colleagues at PointOak Retirement Advisors?

Tim Guilford, Cebs, Aif, Cpfa, Sphr's colleagues at PointOak Retirement Advisors include Darsh Makim, Crpc®, Aif®.

How can I contact Tim Guilford, Cebs, Aif, Cpfa, Sphr?

You can use AeroLeads to view verified contact signals for Tim Guilford, Cebs, Aif, Cpfa, Sphr at PointOak Retirement Advisors, including work email, phone, and LinkedIn data when available.

What schools did Tim Guilford, Cebs, Aif, Cpfa, Sphr attend?

Tim Guilford, Cebs, Aif, Cpfa, Sphr holds Mba, Finance, Business Administration from Virginia Commonwealth University - School Of Business.

What skills is Tim Guilford, Cebs, Aif, Cpfa, Sphr known for?

Tim Guilford, Cebs, Aif, Cpfa, Sphr is listed with skills including Employee Benefits, Retirement, Human Resources, Retirement Planning, Erisa, and Management.

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