About Timothy

Backed by a decade of experience in the financial services industry, I am currently a Wealth Management Advisor at TIAA. I help our clients achieve financial goals, such as saving for and living comfortably in retirement, building education savings, and more. I strongly believe that with sound wealth planning, individuals and families are able to focus on other aspects of their lives that are important to them. As I work with my clients, it’s important to me to provide them with a peace of mind that their financial well-being is in good hands as they’re spending time in other important aspects of their lives. My areas of focus include estate planning, retirement income planning, and asset and risk management. I earned my bachelor’s degree in economics from the University of California, Irvine. CA Insurance License #0I15321