Tim C. Satre is an 20-year veteran in the Financial Services Industry. He is a CERTFIED FINANCIAL PLANNER™ Practitioner, a Certified Divorce Financial Analyst®, and a Certified College Funding Specialist.
As a CFP® Tim uniquely serves his clients by providing personalized, hands-on Comprehensive Wealth Management. Tim's clients are local professionals, business owners and a collection of retired individuals from local companies. As a CDFA® Tim helps divorcing couples and their attorneys examine and separate the collection of financial and tax issues specific to divorce.
After graduating from Northwest Missouri State University in 1987 with a Bachelor of Science Degree in Finance and Management Tim started his financial service career in Des Moines Iowa with Met Life. In 1991 Tim was offered a position as a Financial Advisor with CUNA Mutual, which provides financial planning to individuals through their local credit unions. CUNA transferred Tim to Beaumont Texas where he served the members of Mobiloil Federal Credit Union. A second transfer sent him to Dallas to serve at Texins Federal Credit Union for the employees of Texas Instruments. Tim decided that Beaumont was his home, and returned to take a position providing financial planning services to the customers at Prime Bank. In 1996 Tim started his own Financial Services firm. Tim is associated with and clears through Raymond James Financial Services.
Tim and his wife of 13 years Alicia, still reside in the Beaumont area. They have three children - Kascy, Alec, and Julia. His office is located at 4184 Treadway Rd., ironically enough, across the street from Mobiloil Federal Credit Union, where he started his career in Texas.
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