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Timothy Mansell CFP®

Timothy Mansell CFP® 

President and Founder

After completing his M.S degree in Finance in 1998, and earning the prestigious Certified Financial Planner® designation in 1999, Tim began his financial advisory career with Merrill Lynch Global Wealth Management. At Merrill Lynch, Tim specialized in advising corporate executives and their families on the integration of equity based compensation such as employee stock options and restricted stock units with an overall financial plan. He continued his career as a financial advisor with Chase Wealth Management and Wells Fargo Advisors where he counselled his clients in all aspects of financial planning, including retirement planning, education planning, insurance planning, strategies related to estate and trust planning, and investment management.

Tim has navigated his clients through some of the most volatile capital markets on record, specifically the Dot-com Bust of the early 2000’s and the Financial Crisis of 2008. 

He is thrilled to bring his wealth of planning expertise and investment advisory experience to his independent practice.

Tim is a life-long resident of the Bay Area and currently lives in Alameda. He enjoys spending time with his three children, hiking, golf, reading, travelling, playing piano, and also the occasional yoga class because his girlfriend is a yoga instructor.