Tim Woods, CRPC®, is a 21-year veteran in the financial services industry. His focus is offering a holistic approach to help clients plan for their financial future. He works with individuals and families across multiple generations on comprehensive wealth management, small business retirement plans services and legacy planning.
Tim’s success and as a financial advisor is complemented by his intimate industry knowledge; having served as a Regional Vice President for an Investment firm, supporting financial advisors in multiple states. He conducted comprehensive business building programs, including educational programs on financial markets and other related services.
Tim earned his certification as a Chartered Retirement Planning Counselor from the College of Financial Planning. He also holds Series, 6, 7, 63, and 66 security licenses with LPL Financial.
Tim has loved living in Arizona since 2007 with his spouse, Tricia and their 2 daughters. In his spare time, he enjoys being with his family, friends, hiking various Arizona trails and experiencing a variety of restaurants in the Valley.