Tim Whitney, Cfp® Email & Phone Number

My professional focus is on asset management and leading the TradeWinds firm. Over two decades in the business with a terrific staff that continues to grow. I challenge industry standards and strive to stay on the progressive side of the learning curve and education. Quantitative application combined with qualitative engagement successfully utilizes the capitals of an individual and their family.I am a private investment manager, hold the CFP® designation, international certifications in Family Business Planning and Family Wealth Planning from the FFI Global Education Network, and a certification in Blockchain and Digital Assets from the DACFP.Practice Concentrations: Family Governance Planning, Asset Management and Estate Planning Strategies Skills: Asset and Investment Management, Family Enterprise and Governance Development, Client EducationStarting new ventures and discovering new interests excites me - FinTech and DeFi (digital assets, blockchain, cryptocurrency, tokenization, NFTs). Earth impact, a gender-neutral, and human-forward corporate world are paramount to our future success. I have written three books of which have nothing to do with finance and business. These are creative outlets that keep life in balance.

Listed skills include Pmp, Sdlc, Integration, Process Improvement, and 46 others.