Tim Gottfredson Email & Phone Number
Wealth Advisor @ Capita Financial Network
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Tim Gottfredson Location
- Sandy, UT, US
Tim Gottfredson Work
- Wealth Advisor @ (September 2021 - Present)
- Senior Financial Planner @ (October 2020 - September 2021)
- Director of Financial Planning @ Financial Insight Center (January 2018 - September 2020)
- Financial Planning Analyst @ Peterson Wealth Services (July 2014 - December 2017)
- Investment Representative, CUSO Financial Services, L.P. @ Horizon Credit Union (September 2013 - March 2014)
- High Net Worth Representative @ (July 2012 - March 2013)
- Facilitator @ (September 2011 - July 2012)
- Premium Relationship Representative @ (July 2010 - September 2011)
- Financial Services Representative @ (December 2009 - July 2010)
- Annuity Service Representative @ (December 2007 - December 2009)
Tim Gottfredson Education
- University of Phoenix
Bachelor of Science (BS) (Business Administration and Management, General)
2008-2011
Tim Gottfredson Summary
- Tim Gottfredson, based in Sandy, UT, US, is currently a Wealth Advisor at Capita Financial Network. Tim Gottfredson brings experience from previous roles at EP Wealth Advisors, Financial Insight Center, Peterson Wealth Services and Horizon Credit Union. Tim Gottfredson holds a 2008 - 2011 Bachelor of Science (BS) in Business Administration and Management, General @ University of Phoenix. Tim Gottfredson has 2 emails and 2 mobile phone numbers on RocketReach.
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