Tim Powell Email & Phone Number

Senior Vice President, Certified Financial Planner (TM) @ Concentric Wealth Management llc

5 free lookup(s).

Tim Powell Location

Cincinnati, OH, US

Tim Powell Work

2023 - now Senior Vice President, Certified Financial Planner (TM) @ Concentric Wealth Management llc
1997 - 2023 Vice President, Certified Financial Planner(TM) @ HORAN Wealth

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

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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

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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 on RocketReach.

Tim Powell Emails

Found 1 emails

@me.com

Tim Powell Phone Numbers

Found 2 phone numbers

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Tim Powell

Senior Vice President, Certified Financial Planner (TM) at Concentric Wealth Management, LLC

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Top Concentric Wealth Management llc Employees

Tim Powell

Senior Vice President, Certified Financial Planner (TM) at Concentric Wealth Management llc

Cincinnati, OH, US
1
- me.com
2
- 513745XXXX
- 812537XXXX
Molly Cfp®

Wealth Manager at Concentric Wealth Management llc

Milford, OH, US
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