Timothy Whitney, RICP®, CLTC®
Investment Advisor Representative
Listening to my client’s needs and providing sound guidance, I help my
clients achieve their financial goals, while taking the worry out of retirement.Tim has Over 30 years in the Financial Savings Plans Industry. Last 20 years in the Education & Healthcare Non-Profit sector. Tim holds the following Industry designations:RICP® – RetirementIncome Certified Professional, CLTC® – Certified Long-Term Care specialist, 11-time Platinum and Leaders MetLife Conference Qualifier most recently in 2016. Tim holds Securities Licenses: Series 6, 7 and 63 and is Licensed to offer Life & Health in Arizona.
Tim has been an Arizona resident since 1997, married with two adult children, is Active with FAAN (Food Allergy & Anaphylaxis Network), a Volunteer with Boy Scouts of America Serving as Scoutmaster of Troop 818 in Scottsdale, AZ and an Active member with CCV Church.