Tim is president of AHP Financial Services. He is a CERTIFIED FINANCIAL PLANNER (TM), Certified Life Underwriter (CLU) and Chartered Financial Consultant (ChFC).
Tim offers a low-key planning approach to investing and specializes in helping individuals accumulate and preserve wealth for retirement. He places an emphasis on fee-based investing and utilizing multiple managers to create a well-diversified portfolio. Although retirement planning is his specialty, Tim offers other accounts, products and services for clients, including life insurance and analysis, pension plans, and professional money managers.
He began his career in the securities business with E.F. Hutton in 1985 and holds several securities and insurance licenses.
Tim is past president and current member of the Bay City Noon Rotary and past chairman and current board member of the American Red Cross East Shoreline Chapter. He also is a member of the Bay Area Chamber of Commerce, the Financial Services Institute, and the Financial Planning Association.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.