Tim Duffy
Registered Client Service AssociateA registered client service associate at Takahashi Retirement Group of Raymond James based in Newport Beach, California, Tim’s focus is to support clients through every stage of their financial journey, from the foundational steps to long-term planning.
Tim holds a Bachelor of Arts from San Diego State University and has earned several industry licenses, including the Series 7 and Series 66 licenses.
Throughout his career in financial services, Tim has focused on honing an ability to solve complex challenges with creative, personalized strategies. He specializes in supporting corporate professionals as well as business owners as they navigate the intricacies of retirement planning, especially at a corporate level.
He believes clients appreciate the fact that he aims to be a reliable, accessible resource in both everyday matters and through major life transitions. His day-to-day approach to his work is rooted in education and empathy, which he believes helps empower clients with the tools and understanding they need to make more confident financial decisions.
Outside of work, Tim enjoys surfing, golfing, boating, traveling and spending time with his wife, Kelly. He’s an active member of the Newport Beach Elks Lodge and the Newport Beach American Legion, reflecting his strong commitment to community and service.
