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Tim Gottfredson

Tim Gottfredson

Wealth Advisor
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Tim has spent over 15 years helping individuals and families navigate their financial futures. He earned his Bachelor of Science in Business Management from the University of Phoenix and is both a Certified Financial Planner™ (CFP®) and Certified Divorce Financial Analyst® (CDFA®), specializing in retirement, investment, and divorce financial planning. He began his career at Fidelity Investments in 2007 and joined Capita in 2021, bringing his analytical mindset and dedication to client success. Outside of work, Tim enjoys Disneyland adventures, live theater, and making memories with his family.
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