Qualifications
Tim has been helping clients achieve their financial objectives as an Advisor for 30 years. He graduated from CSUF with a degree in Business Administration. He began his career in financial services in 1995 with A. G. Edwards & Sons, Inc. and joined RBC Wealth Management in 2012 from Wells Fargo Advisors and its legacy firms. It is a continuous effort to stay current and informed on the economy, the markets, investment tools and strategies and other relevant issues that impact our clients. Tim attends seminars, workshops and participates in significant ongoing continuing education to keep current for his clients.
Tim is also a member of the Portfolio Focus Manager Group. This accolade demonstrates his commitment to creating and managing customized portfolios designed to meet each client’s individual investment needs, enhancing their professional knowledge, portfolio management skills, and maintaining an excellent record of customer service.
In addition, Tim has been named to the exclusive 2025 RBC Wealth Management’s Premier Council. The Premier Council honor is awarded annually and recognizes financial advisors for their outstanding performance, professional growth and demonstrating leadership in client service. This honor places Tim among the top financial advisors in the firm.
Personal
Tim is committed to giving back to the community and has participated in the Fight for the Cure MS 150 Bike Ride since 2008. Tim is an avid cyclist and enjoys bonding with Ryan on their weekly rides. Other hobbies include golfing, cars, fitness, and hiking. He grew up in Southern California and has two sons, Ryan, who has worked with our team for 13 years, and Michael, who works for McCarthy Builders as a project engineer.
