With more than 16 years of experience in financial planning and investment management, Tim Polen has the accumulated knowledge and perspective to help you with your financial goals. Tim understands the dynamics of wealth, how to balance the complex forces at work and how to adapt intelligently as conditions change.

As your life and your needs as an investor evolve, so will your vision for the future and risk tolerance. Tim will be with you every step of the way offering sound advice and customized financial solutions designed specifically for you.

Tim endeavors to create long-term, meaningful relationships with a select group of clients and provide them with personalized financial planning advice using some of the industry's most comprehensive resources. His investment process takes into account your investing experience, your expectations for returns, your tolerance for risk, and the performance of your portfolio.

Based on what he learns about you and your goals and an analysis of the current financial markets, Tim designs a customized investment portfolio based on recommendations made solely with your best interest in mind. He then takes the time to explain his recommendations and, once you are comfortable with your new plan, Tim puts it into action and monitors its performance for opportunities to adapt to life changes and new goals.

Tim began his career in financial planning in 2005 having previously served as a branch assistant, learning from the bottom up. Today, Tim provides financial and estate planning through the use of equities, fixed income securities, asset management, and 529 education savings plans and more through Raymond James.

A native of Tacoma, Washington, Tim resides in Puyallup, Washington. He is a member of the Gig Harbor Chamber of Commerce. Away from the office, Tim also enjoys golf, boating, and traveling. Tim & his wife, Laurie have 4 children and 3 grandchildren.