After seven years of working in public and private accounting as a Certified Public Accountant, Tim decided to pursue his passion for wealth management. In 2015, he joined Diversified Investment Services, Inc., where he serves as a Financial Advisor. Tim’s accounting background provided him with experience in tax compliance and consulting services for a broad range of individuals and corporations. This experience provides him with a perspective on tax considerations that may arise when working with clients on their financial and investment strategies.
Tim is committed to providing a high standard of service and helping clients make well-informed financial decisions. He works closely with clients to develop financial strategies based on their individual goals and circumstances while maintaining open communication. Recognizing that goals and needs can change over time, Tim works with clients to adjust their financial strategies as appropriate and address both short- and long-term objectives.
Tim earned a Bachelor of Science degree in Business Administration with a concentration in Finance and a minor in Accounting from the University of San Diego. He is a Certified Public Accountant (CPA) and a CERTIFIED FINANCIAL PLANNER® professional. He is a Registered Representative and Investment Advisor Representative with LPL Financial and also holds life, health, and variable contract insurance licenses.
Born and raised in Orange County, California, Tim now happily resides in Anaheim Hills with his wife, Nina and their sons, Dylan, Tyler and Blake.
LPL Financial and Diversified Investment Services do not offer tax advice or tax preparation services.
Insurance products offered through LPL Financial or its licensed affiliates.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.