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 senior corporate executives on customized employee stock options strategies. He continued his career as a CFP® professional at Chase Wealth Management and Wells Fargo Advisors where he counselled clients in retirement planning, education planning, insurance planning, strategies related to estate and trust planning, and tax-efficient investment management.
Tim has navigated his clients through some of the most volatile capital markets on record, including the Dot-com Bust of the early 2000’s, the Financial Crisis of 2008, and the Coronavirus pandemic of 2020.
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 the occasional yoga class with his wife (and yoga instructor) Annabelle.