After seven years of working in public and private accounting as a Certified Public Accountant, Tim made the decision to pursue his true passion – wealth management. In 2015 he joined Diversified Investment Services Inc., where he serves as a Financial Advisor. Tim’s accounting background gave him the opportunity to provide tax compliance and consulting services to a broad range of individuals and corporations, allowing him to now offer his clients insight on various tax topics and its application to their overall investment strategy.
A dynamic and results-driven professional, Tim is committed to achieving and exceeding investment targets and is focused on providing an exceptional standard of service for his clients. His main goal is to provide them with the right tools to make well-informed decisions on their investment choices. Tim prides himself on creating effective financial strategies while maintaining open communication. He understands the importance of adjusting plans as goals and needs change and works closely with his clients to implement their immediate and long-term solutions.
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 CERTIFIED FINANCIAL PLANNER™ (CFP®) professional. He is a Registered Representative and Investment Advisor Representative registered through Commonwealth Financial Network® and also holds a life, health, and variable contract insurance license.
Born and raised in Orange County, California, Tim now happily resides in Anaheim Hills with his wife, Nina and their sons, Dylan and Tyler.