Education & Credentials
- Licenses held include: Securities, Life Insurance, Health Insurance, and Disability Insurance.
- Institute of Business and Finance, La Jolla, CA. 1996 Certified Fund Specialist
- The College of Financial Planning, Greenwood, CO. 2007 Certified Financial Planner™
Tim is a Certified Financial Planner™ (CFP®), so you can be sure that he provides knowledgeable and professional planning services. To earn the CFP® designation, Tim completed a comprehensive educational program, passed a rigorous examination and meets stringent experience requirements. He also adheres to a professional Code of Ethics and he fulfills annual continuing education requirements to remain aware of current planning strategies and financial trends. He adheres to the highest possible standard with his clients, the Fiduciary Standard.
For over 20 years, Tim Schaefer has helped clients reach their personal and financial goals. As a Certified Financial Planner, Entrepreneur, Business Owner and Business Consultant, he has a broad array of skills that he brings to every...