Tim S. Koehl, Cfp®
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Tim S. Koehl, Cfp® Email & Phone Number

Providing caring, comprehensive financial counsel. at Modera Wealth Management
Location: Vienna, Virginia, United States 6 work roles 5 schools
3 work emails found @bernhardtwealth.com 1 phone found area 703 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 3 work emails · 1 phone

Work email t****@bernhardtwealth.com
Direct phone (703) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Modera Wealth Management
Role
Providing caring, comprehensive financial counsel.
Location
Vienna, Virginia, United States
Company size
63 employees

Who is Tim S. Koehl, Cfp®? Overview

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Quick answer

Tim S. Koehl, Cfp® is listed as Providing caring, comprehensive financial counsel. at Modera Wealth Management, a company with 63 employees, based in Vienna, Virginia, United States. AeroLeads shows a work email signal at bernhardtwealth.com, phone signal with area code 703, and a matched LinkedIn profile for Tim S. Koehl, Cfp®.

Tim S. Koehl, Cfp® previously worked as Principal and Wealth Manager at Modera Wealth Management and Principal at Bernhardt Wealth Management. Tim S. Koehl, Cfp® holds Organizational Leadership from Vistage.

Company email context

Email format at Modera Wealth Management

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*@bernhardtwealth.com
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AeroLeads found 3 current-domain work email signals for Tim S. Koehl, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Tim S. Koehl, Cfp®

I have worked in the financial services industry for over 30 years and watched my father become a financial advisor shortly after the stock market crash of 1987. I grew up immersed in the profession and was inspired by the positive impact my father had on his clients’ lives. At Modera, I am part of a dedicated team that delivers highly customized solutions to clients seeking financial counsel. My goal is to provide excellent, attentive service, and to ensure that the information and advice I deliver is clear and customized to each client’s specific needs and goals. Our firm operates on a fee-only model that puts our clients’ needs ahead of our own. I am an Accredited Asset Management Specialist (AAMS®) and a CERTIFIED FINANCIAL PLANNER (CFP®) professional.*Due to regulatory considerations, please note that Modera Wealth Management, LLC cannot accept any endorsements or recommendations of it or its staff. As a result, please do not endorse Modera Wealth Management, LLC or its staff or post any endorsements on this LinkedIn page. Also, please be advised that Modera Wealth Management, LLC is not responsible for any post here by any third party and does not encourage anyone to post here on its behalf.The opinions and views expressed by those who are not Modera employees do not represent Modera’s views, and they do not, and are not intended to, constitute personalized advice on any subject.

Listed skills include Wealth Management, Investment Advisory, Investments, Strategic Financial Planning, and 10 others.

Current workplace

Tim S. Koehl, Cfp®'s current company

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Modera Wealth Management
Modera Wealth Management
Providing caring, comprehensive financial counsel.
westwood, new jersey, united states
Website
moderawealth.com
Employees
63
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Company profile
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6 roles

Tim S. Koehl, Cfp® work experience

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

Principal And Wealth Manager

Current
Modera Wealth Management

Mclean, Virginia, United States

Modera provides thoughtful wealth management to discerning individuals and organizations. We operate on a fee-only model that puts our clients’ needs ahead of our own.

Nov 2022 - Present

Principal

Bernhardt Wealth Management

Mclean, Virginia, United States

Bernhardt Wealth Management is an investment advisory firm that helps our clients make smart decisions about their money. Our firm is committed to developing long-term client relationships built on a foundation of ethics, service and trust. We dedicate ourselves to focusing on our clients’ investment goals so they can focus on creating a quality of life.

Mar 2010 - Nov 2022

Financial Consultant

Charles Schwab

Reston, Virginia, United States

Advised individuals on investing and financial planning. Provide guidance to a variety of investors including those that are self directed as well those seeking ongoing fee-based advice.

Sep 2008 - Feb 2010

Financial Advisor

Edward Jones

Estes Park, Colorado, United States

Managed branch office. Developed practice focused on serving individual investors. Assisted clients in achieving education and retirement investment goals. Managed risk by utilizing life and long term care insurance. Assisted in developing estate planning strategies.

Apr 2003 - Jun 2008

Call Center Operations And Senior Training Manager

Charles Schwab

Denver, Colorado, United States

Responsible for designing, developing, and delivering operations and customer contact training programs for an internal department. Project manager responsible for developing procedures and training for a newly developed department.

Dec 1996 - Apr 2003

Operations Specialist

Edward Jones

St Louis, Missouri, United States

Assisted branch office team members via phone and email on all aspects of brokerage operations.

Jun 1994 - Dec 1996
Team & coworkers

Colleagues at Modera Wealth Management

Other employees you can reach at moderawealth.com. View company contacts for 63 employees →

JZ Joy Zaykoski Joy Zaykoski Colleague at Modera Wealth ManagementBiddeford, Maine, United States, United States View → BK Brian K. Schiess, Cfp®, Ea Brian K. Schiess, Cfp®, Ea Colleague at Modera Wealth ManagementWestwood, New Jersey, United States, United States View → VO Vicki Oxner Vicki Oxner Colleague at Modera Wealth ManagementAsheville, North Carolina, United States, United States View → BK Barry Kaplan Barry Kaplan Colleague at Modera Wealth ManagementAtlanta Metropolitan Area, United States View → MW Mark Willoughby, Cfp®, Cfa®, Aca Mark Willoughby, Cfp®, Cfa®, Aca Colleague at Modera Wealth ManagementAtlanta, Georgia, United States, United States View → ES Eric Sneider, Cfa, Cfp Eric Sneider, Cfa, Cfp Colleague at Modera Wealth ManagementWestwood, Massachusetts, United States, United States View → MR Molly Rimes Molly Rimes Colleague at Modera Wealth ManagementNew York City Metropolitan Area, United States View → AK Andry Kristie Andry Kristie Colleague at Modera Wealth ManagementIndonesia, Indonesia View → ED Elizabeth Daniels Elizabeth Daniels Colleague at Modera Wealth ManagementWestwood, Massachusetts, United States, United States View → SH Steve Haney, Cfa, Mt Steve Haney, Cfa, Mt Colleague at Modera Wealth ManagementPhiladelphia, Pennsylvania, United States, United States View →
5 education records

Tim S. Koehl, Cfp® education

Organizational Leadership

Vistage

The world’s leading business advisory and executive coaching organization designed exclusively for key executives. Each month we gathered.

Certificate In Financial Planning, Core Competencies In Insurance, Investing, Taxation, Retirement Planning, And Estate Planning.

Georgetown University Center For Continuing And Professional Education

This distinct program, taught by premier faculty and presented in the Georgetown University tradition of excellence, requires nine months.

Aams®, Financial Planning

College For Financial Planning

Topics Covered within ACCREDITED ASSET MANAGEMENT SPECIALIST Designation The Asset Management Process Investors, Policy & Change Risk.

Ba, Geography, Emphasis On Economics And Urban & Regional Analysis

Miami University

Activities and Societies: Delta Tau Delta Fraternity Richard G. Lieberman Memorial Award, 1994, Awarded each year to the outstanding.

FAQ

Frequently asked questions about Tim S. Koehl, Cfp®

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

What company does Tim S. Koehl, Cfp® work for?

Tim S. Koehl, Cfp® works for Modera Wealth Management.

What is Tim S. Koehl, Cfp®'s role at Modera Wealth Management?

Tim S. Koehl, Cfp® is listed as Providing caring, comprehensive financial counsel. at Modera Wealth Management.

What is Tim S. Koehl, Cfp®'s email address?

AeroLeads has found 3 work email signals at @bernhardtwealth.com for Tim S. Koehl, Cfp® at Modera Wealth Management.

What is Tim S. Koehl, Cfp®'s phone number?

AeroLeads has found 1 phone signal(s) with area code 703 for Tim S. Koehl, Cfp® at Modera Wealth Management.

Where is Tim S. Koehl, Cfp® based?

Tim S. Koehl, Cfp® is based in Vienna, Virginia, United States while working with Modera Wealth Management.

What companies has Tim S. Koehl, Cfp® worked for?

Tim S. Koehl, Cfp® has worked for Modera Wealth Management, Bernhardt Wealth Management, Charles Schwab, and Edward Jones.

Who are Tim S. Koehl, Cfp®'s colleagues at Modera Wealth Management?

Tim S. Koehl, Cfp®'s colleagues at Modera Wealth Management include Joy Zaykoski, Brian K. Schiess, Cfp®, Ea, Vicki Oxner, Barry Kaplan, and Mark Willoughby, Cfp®, Cfa®, Aca.

How can I contact Tim S. Koehl, Cfp®?

You can use AeroLeads to view verified contact signals for Tim S. Koehl, Cfp® at Modera Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Tim S. Koehl, Cfp® attend?

Tim S. Koehl, Cfp® holds Organizational Leadership from Vistage.

What skills is Tim S. Koehl, Cfp® known for?

Tim S. Koehl, Cfp® is listed with skills including Wealth Management, Investment Advisory, Investments, Strategic Financial Planning, Asset Allocation, Investment Strategies, Estate Planning, and Retirement Planning.

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