Timothy Schoeffler

About Timothy Schoeffler

Tim has worked in the securities Industry for over 35 years. Tim began his career in…

Experience

1. Certified Financial Planner Tm

   Commonwealth Financial Network

   Mar 2010 — Present · Palm Springs, CA, US

   As a Financial Planner, Tim helps people understand financial principles that affect their personal lives. This includes savings, investing, spending wisely, using credit wisely and giving back to causes that they value. As an Investment Advisor, Tim helps people by managing their investments to generate income (if they are retired), to grow (if they are still working), or to give to charity and family (if they are so inclined).Tim has been licensed as a Series 7 General Securities Representative since 1979 and also has his Series 63 (Uniform Securities Agent) and Series 65 (Registered Investment Advisor) licenses.He is a CERTIFIED FINANCIAL PLANNER™ professional and a graduate of Georgetown University\'s Executive Certification in Financial Planning Program. He also has earned the ACCREDITED INVESTMENT FIDUCIARY® designation.From 1992-94, he attended the University of Pennsylvania Wharton School\'s Securities Industry institute.Please see our Terms of Use here:

Education

• Deerfield Academy

  High School Diploma

  1971 — 1975

• Georgetown University

  Certificate in Financial Planning

  2009 — 2010

• Tulane University

  Freshman Year, Liberal Arts

  1975 — 1976

• Colgate University

  BA, History

  1976 — 1979

Skills

• Personal Financial Planning
• Series 7
• Asset Allocation
• Fixed Annuities
• Wealth Management
• Investment Advisory
• Certified Financial Planner
• Series 63
• Retirement Planning
• Asset Managment