A Key Member of Our Team

Tim Gottfredson

Tim Gottfredson

Wealth Advisor
First things first. Tim and his family LOVE Disneyland. Growing up in California, going to Disneyland is one of his favorite pastimes that he wanted to pass on to his kids. He grew up playing sports and singing, so he naturally loves any chance to compete, and you will often hear him singing his heart out during his work commute. He also enjoys attending plays with his family. Tim started his finance career at Fidelity Investments in 2007. His love of details, spreadsheets, and helping people made being a financial advisor a perfect fit. Tim finished his Bachelor of Science in Business Management from University of Phoenix and went on to become a CERTIFIED FINANCIAL PLANNER™ professional. Tim is also a Certified Divorce Financial Analyst® and has helped many clients figure out how to navigate dividing their assets equitably through the divorce process.
We are currently awaiting a BIO to be written and will update this page with this Capita member's bio shortly!
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