Tim Aubin

Private Wealth Advisor @Faubourg Private Wealth

Gretna, LA, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jun 2015 — Present

Private Wealth Advisor @Faubourg Private Wealth

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Metairie, LA

Timothy is a Private Wealth Advisor with Faubourg Private Wealth. In his practice, he and his team empower clients by offering objective advice and comprehensive financial and investments services. He believes in the independent financial advisor\'s fiduciary standard to provide planning and investment advice that is, first and foremost, in the best interest of his clients. He works with your existing team of attorneys, CPAs, bankers, beneficiaries, and other key advisors to ensure that all aspects of your financial life are performing in concert and at their highest potential.A word from Timothy:“Helping my clients work towards financial freedom throughout retirement is at the heart of why I do what I do. My work revolves around helping my clients pursue their financial goals by staying on track from the moment we start, which begins with a complimentary, holistic, financial review. We make a plan, and my job is to help them stick to it with quarterly, semi-annual, or annual reviews to assess and adjust their long-range plan to pursue those goals. There is no greater professional joy as a financial advisor than to guide a client (and their family) toward financial freedom in retirement.”

SKILLS

Life & Health Insurance LicensesWealth AccumulationRoth IraEtfsUniversal LifeInvestment StrategiesFixed AnnuitiesMulti-Generational PlanningTerm Life InsuranceRetirement Planning401k RolloversStructured ProductsBondsVariable Annuities401k403 BWhole LifeVariable LifeWealth ManagementSep IraStocksSecuritiesInvestment AdvisoryWealth PreservationTraditional IraAsset AllocationRetirementMutual FundsFinancial Advisory

ABOUT TIM AUBIN

Timothy Aubin has worked in the financial services industry for more than ten years as an…

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