Timothy Filipe Lourenco Email & Phone Number

President and Wealth Advisor @ Foundation Wealth Management

5 free lookup(s) per month.

Timothy Filipe Lourenco Location

Fresno, CA, US

Timothy Filipe Lourenco Work

2018 - now President and Wealth Advisor @ Foundation Wealth Management
2013 - 2018 Principal Securities Registered Representative and Financial Advisor @ Principal Financial Group
2012 - 2013 Financial Advisor @ Waddell & Reed

Timothy Filipe Lourenco Education

California State University, Fresno
Bachelor of Science (BS) (Finance, General)
2010 - 2012
West Hills College Coalinga
Associate of Science - AS (Business)
2008 - 2010

Timothy Filipe Lourenco Skills

Retirement Planning
Financial Advisory
Estate Planning Strategies

Investment Management
Tax Planning
Securities
Financial Planning
Finance
Financial Services
Asset Management

see less

Timothy Filipe Lourenco Summary

Timothy Filipe Lourenco, based in Fresno, CA, US, is currently a President and Wealth Advisor at The Foundation Wealth Management, LLC. Timothy Filipe Lourenco brings experience from previous roles at Principal Financial Group and Waddell & Reed. Timothy Filipe Lourenco holds a 2010 - 2012 Bachelor of Science (BS) in Finance, General @ California State University, Fresno. With a robust skill set that includes Retirement Planning, Financial Advisory, Estate Planning Strategies, Investment Management, Tax Planning and more. Timothy Filipe Lourenco has 1 emails and 1 mobile phone numbers on RocketReach.

Timothy Filipe Lourenco Emails

Found 1 emails

@fwmria.com

Timothy Filipe Lourenco Phone Numbers

Found 1 phone numbers

559974XXXX

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Top Foundation Wealth Management Employees

Pamela Hardin

President at Foundation Wealth Management

St. Louis, MO, US
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Timothy Filipe Lourenco

President and Wealth Advisor at Foundation Wealth Management

Fresno, California, United States
1
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1
- 559974XXXX
Jacob Plattner

Client Service Manager at Foundation Wealth Management

Saint Ann, MO, US
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- fwmria.com
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Hannah Leone

Operating Officer at Foundation Wealth Management

St. Louis, MO, US
2
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- fwmria.com
1
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Daniel Lewis

Principal at Foundation Wealth Management

Caldwell, ID, US
1
- fwmria.com
5
- 425582XXXX
- 970778XXXX
- 425640XXXX
- 208830XXXX
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Steve Pfancuff

Owner at Foundation Wealth Management

Chagrin Falls, OH, US
1
- roadrunner.com
1
- 440914XXXX
Jerry Naber

Portfolio Manager/ Chief Investment Officer at Foundation Wealth Management

Cincinnati, Ohio, United States
1
- 513405XXXX

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