Tim Sobolewski Email & Phone Number
Certified Financial Planner™ professional @ Financial Planning and Management Center, Inc.
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Tim Sobolewski Location
- Buffalo, NY, US
Tim Sobolewski Work
- Certified Financial Planner™ professional @ (November 2008 - Present)
- Financial Advisor @ O'Keefe Shaw & Co. (January 2007 - January 2008)
- Vice-President @ HSBC Securities (June 2005 - November 2007)
- Financial Advisor @ (January 2004 - June 2005)
- Financial Advisor @ MONY (January 2003 - January 2004)
- Financial Advisor @ New England Financial (January 2000 - January 2003)
Tim Sobolewski Education
- CFP Board of Standards
(CFP® Certification)
2001-2003 - Columbia University
AB (President, Student Forum)
- Calasanctius
Tim Sobolewski Skills
- Investment Advisory
- Certified Financial Planner
- Strategic Financial Planning
- Asset Managment
- Retirement Planning
- Financial Advisory
- Asset Allocation
- Leadership
- Asset Management
- Retirement
- Mutual Funds
- Series 63
- Microsoft Office
- Divorce Financial Planning
- Fixed Annuities
- Finance
- Estate Planning
- Elder Planning
- Series 7
- Investment Management
- Fixed Income
- Financial Services
- Investments
- Equities
- Portfolio Management
- Financial Planners
- Elder Law
- Financial Planning
- Sales
- Supply Chain Management
- Securities
Tim Sobolewski Summary
- Tim Sobolewski, based in Buffalo, NY, US, is currently a Certified Financial Planner™ professional at The Financial Planning Center. Tim Sobolewski brings experience from previous roles at O'Keefe Shaw & Co., HSBC Securities, Bank of America and MONY. Tim Sobolewski holds a 2001 - 2003 CFP Board of Standards. With a robust skill set that includes Investment Advisory, Certified Financial Planner, Strategic Financial Planning, Asset Managment, Retirement Planning and more. Tim Sobolewski has 1 mobile phone numbers on RocketReach.
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