Tim has over 15 years of experience as a Wealth Planning Advisor and is the owner of Cawley Wealth Management. Tim specializes in collaborating with individuals, couples and business owners to create financial & protection strategies by providing independent, unbiased advice and solutions to help meet client’s needs. Currently, Tim proudly manages over $230million in assets for many clients across the United States.
Tim has obtained FINRA Series 6, 7, 63 & 66 securities registrations, the CRPC (Chartered Retirement Planning Counselor) designation along with various states securities & Life/Long Term Care Insurance licenses. Tim obtained his bachelor’s degree in Management/Marketing in addition to an M.B.A. in Finance.
Prior to becoming a Wealth Planning Advisor, Tim was a career Firefighter/EMT in Philadelphia, where it was instilled to “Hope for the best but you better be prepared for the worst!” which is directly relatable to financial planning. This work as a first responder, and passion for helping others carried over to Tim’s role as a wealth planning advisor today.
Tim’s motto is: PLAN, PROTECT & PROSPER.