Tim Powell

CFP, AIF, Senior Vice President, Registered Principal at Concentric Wealth Management

Role
Senior Vice President, Certified Financial Planner (Tm) at Concentric Wealth Management, Llc
Location
Cincinnati, OH, US
LinkedIn followers
500 followers

About Tim Powell

Certified Financial Planner and an Accredited Investment Fiduciary with a focus on…

Experience

  1. Senior Vice President, Certified Financial Planner (Tm)

    Concentric Wealth Management, Llc

    Aug 2023 — Present · Cincinnati, OH, US

Skills

  • Certified Financial Planner
  • Investments
  • Investment Advisory Services
  • Retirement Planning
  • Accredited Investment Fiduciary
  • Strategic Financial Planning
  • Retirement
  • Wealth Accumulation Strategies
  • Asset Managment
  • Wealth Management

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Tim Powell — Senior Vice President, Certified Financial Planner (Tm) at Concentric Wealth Management, Llc in Cincinnati, OH, US | Unifers