I’m Timothy Woods, CRPC®, and I bring more than 25 years of experience in the financial services industry to the individuals and families I serve. My approach is holistic and relationship-driven, working with clients to address comprehensive financial planning, retirement strategies for individuals and small businesses, and legacy planning in a thoughtful and informed manner.
Earlier in my career, I served as a Regional Vice President for an investment firm, supporting financial advisors across multiple states. In that role, I led business-building initiatives and educational programs focused on financial markets and related services. This experience provided a broad perspective on financial planning strategies and their practical application.
I earned my Chartered Retirement Planning Counselor™ designation through the College for Financial Planning and hold Series 6, 7, 63, and 66 securities registrations with LPL Financial.
I’ve called Arizona home since 2007, where I live with my wife, Tricia. I’m the proud father of two adult daughters and a grandfather to two grandchildren. Outside of work, I enjoy spending time with family and friends, hiking Arizona’s many trails, and exploring the Valley’s diverse restaurant scene.
I believe the best financial plans begin with a conversation. If you’re looking for clear guidance and a thoughtful, long-term approach, I’d welcome the opportunity to connect.