Qualifications
Tim has been helping clients achieve their financial objectives since 1995. He graduated from California State University – Fullerton with a Bachelor of Arts Degree in Business Administration. He began his career in financial services 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 has been selected as a member of the firm’s Portfolio Focus – Portfolio Manager Group, an exclusive group of financial advisors recognized for their success in building fee-based discretionary portfolio management practices. To qualify for the group, Tim demonstrated a 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 2020 RBC Wealth Management’s President’s Council for the eighth year in a row. The President’s 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 has participated in raising money towards the Fight for the Cure MS 150 Bike Ride from Irvine to San Diego since 2008 and participates in other charitable endeavors. He is an avid cyclist, golfer, car and fitness enthusiast. He grew up in Southern California and has two sons, Ryan, who works with our team as a financial advisor, and Michael, who works for McCarthy Builders as a project engineer.
