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Join the TribeStart with 50 after offering a service.

401k Review


10 per package Virtual OK

As a financial professional with 30 years experience, I will meet with you to review your 401k or retirement plan, I will review your current investments in the plan and the investment options available to you, discuss your goals and risk tolerance and advise you on how to optimize your retirement plan to best meet your goals and dreams. I'm both a Certified Financial Planner and Certified Public Accountant and have advised many people on selecting the best investments within their retirement plan

Training & Qualifications

Certified Financial Planner and Certified Public Accountant with 30 years experience

Availability & Preferences

Weekends and Nights

Trading Preference: I’m flexible, just hit me up!

Reviews of Tim

Max left review for Tim
Mar 06, 2017
Sorry for needing to cancel. It was great chatting with you!
Max provided unit of Inspirational quote of the day for Tim
Feb 13, 2017
A pleasure to deal with!
Max provided unit of Make a friend! for Tim
Feb 13, 2017
Thanks Tim!
Feb 12, 2017
Tim was very generous with his time! He provided some valuable pointers on how to begin a hobby in financial literacy education. We have to do some wo...rk before we meet again, but I hope that we do!show more


Join the TribeStart with 50 after offering a service.

Tim's other services

Personal Financial Planning Consult
I enjoy sharing my talents and helping others while building community.

Personal Financial Planning Consult

About Tim Haley

Accomplished financial professional, Certified Public Accountant (CPA), Certified Financial Planner (CFP) with success in building and leading organizations. Commited to providing a high level of with a passion for helping more

Open to other proposals
Tim Haley is looking for:
  • Experiences
  • Learning
  • Business