A native of Central Florida, Tim obtained his BS in marketing from The University of Central Florida. He passed the CFP Board's National Comprehensive Exam in November of 2005 and currently holds his Series 7, 24, and 66 as well as his 2-15 insurance license for the State of Florida. Tim is also licensed for securities and insurance in various states across the country.
Tim started his current firm, Strategic Planning Partners, in 2016. The practice focus remains on small business owners and their unique needs - ranging from group benefit packages, Buy Sell/keyman insurance, personal financial planning, and various other financial planning areas.
Tim currently teaches a comprehensive CFP live review course for Zahn Associates, Inc. around the country. He taught the CFP® educational courses at UCF from 2008 through 2016. In addition, he travels the country teaching continuing education courses and has presented to the following groups: Ameriprise Financial, Charles Schwab, and local Financial Planning Association chapters.
Note from Ken: Tim's experience includes completing his CFP Board-Registered education requirements, then attending the Zahn Program for the Comprehensive Live Review in Tampa, FL. He has since been trained to teach the full education curriculum at several Zahn partnered program universities.