Certified Financial Planner ™
CurrentAs a Financial Planner, Tim helps people understand financial principles that affect their personal lives. This includes savings, investing, spending wisely, using credit wisely and giving back to causes that they value. As an Investment Advisor, Tim helps people by managing their investments to generate income (if they are retired), to grow (if they are still working), or to give to charity and family (if they are so inclined).Tim has been licensed as a Series 7 General Securities Representative since 1979 and also has his Series 63 (Uniform Securities Agent) and Series 65 (Registered Investment Advisor) licenses.He is a CERTIFIED FINANCIAL PLANNER™ professional and a graduate of Georgetown University's Executive Certification in Financial Planning Program. He also has earned the ACCREDITED INVESTMENT FIDUCIARY® designation.From 1992-94, he attended the University of Pennsylvania Wharton School's Securities Industry institute.Please see our Terms of Use here: www.commonwealth.com/termsofuse.html