Tim Powell Email & Phone Number
Senior Vice President, Certified Financial Planner (TM) @ Concentric Wealth Management llc
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Tim Powell Location
- Cincinnati, OH, US
Tim Powell Work
- 2023 -now Senior Vice President, Certified Financial Planner (TM) @
- 1997 -2023 Vice President, Certified Financial Planner(TM) @
Tim Powell Education
- Xavier University
Executive Certificate in Financial Planning (Comprehensive Financial Planning)
2005-2006 - University of Pittsburgh Katz Graduate School of Business
Accredited Investment Fiduciary (The Center for Fiduciary Studies)
2005-2005 - Cleveland Institute of Art
Bachelor of Fine Arts (BFA) (Advertising Art Direction)
1985-1990 - CWRU
Tim Powell Skills
- Retirement Planning
- Retirement
- Investments
- Asset Managment
- Investment Advisory Services
- Wealth Management
- Wealth Accumulation Strategies
- Strategic Financial Planning
- Certified Financial Planner
- Accredited investment Fiduciary
- Financial Reporting
- Microsoft Word
- Project Management
- Financial Analysis
Tim Powell Summary
- Tim Powell, based in Cincinnati, OH, US, is currently a Senior Vice President, Certified Financial Planner (TM) at Concentric Wealth Management, LLC. Tim Powell brings experience from previous roles at HORAN Wealth. Tim Powell holds a 2005 - 2006 Executive Certificate in Financial Planning in Comprehensive Financial Planning @ Xavier University. With a robust skill set that includes Retirement Planning, Retirement, Investments, Asset Managment, Investment Advisory Services and more. Tim Powell has 1 emails and 1 mobile phone numbers on RocketReach.
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Top Concentric Wealth Management llc Employees
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Cincinnati, OH, US
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