Timothy Filipe Lourenco Email & Phone Number
President and Wealth Advisor @ Foundation Wealth Management
Timothy Filipe Lourenco's Location
Fresno, California, United States
Timothy Filipe Lourenco's Work
- President and Wealth Advisor @ Foundation Wealth Management
- Principal Securities Registered Representative and Financial Advisor @ Principal Financial Group
- Financial Advisor @ Waddell & Reed, Inc.
Timothy Filipe Lourenco's Education
- California State University - Fresno
Bachelor of Science (Finance)
2010 - 2012 - California State University
Timothy Filipe Lourenco's Skills
- Nursing
- Small Business
- Investments
- Financial Services
- Asset Allocation
- Life Insurance
- Sales
- Small Business Operations
- Financial Analysis
- Disability Insurance
Timothy Filipe Lourenco's Summary
Timothy Filipe Lourenco, based in Fresno, California, United States, is currently a President and Wealth Advisor at Foundation Wealth Management, bringing experience from previous roles at Principal Financial Group and Waddell & Reed, Inc.. Timothy Filipe Lourenco holds a 2010 - 2012 Bachelor of Science in Finance @ California State University - Fresno. With a robust skill set that includes Nursing, Small Business, Investments, Financial Services, Asset Allocation and more, Timothy Filipe Lourenco contributes valuable insights to the industry. Timothy Filipe Lourenco has 1 email and 1 mobile phone number on RocketReach.
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Top Foundation Wealth Management Employees
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Timothy Filipe Lourenco
President and Wealth Advisor at Foundation Wealth Management
Fresno, California, United States11 -
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Jerry Naber
Portfolio Manager/ Chief Investment Officer at Foundation Wealth Management
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