Tim Gomez, CPFA®

Tim’s Story:

Tim is a dedicated Wealth Advisor at WealthClarity who helps guide individuals and families through personalized financial planning, risk management, investment management, and tax planning. He also works with business owners to provide and manage retirement plans for their businesses. Tim’s goal is to develop long-lasting relationships with clients, foster direction as they journey towards their financial goals, and measure his success by their success. Outside of work, Tim enjoys yoga with his wife and going to concerts.

Professional Experience & Qualifications:

Tim brings extensive experience and qualifications to WealthClarity. His professional background and qualifications include:

• Partner & Wealth Advisor at WealthClarity since 2023
• Financial Advisor since 2015
• FINRA Series 7 and 66 Securities Licenses held through LPL Financial
• Certified Plan Fiduciary Advisor (CPFA)
• Adjunct Professor at Red Rocks Community College from 2010 to 2015, teaching finance and marketing
• Finance, Marketing, Business, and Computer Science Instructor at Jefferson High School from 2006 to 2015
• University of New Mexico: Bachelor’s Degree in Business Management (1998)

Specialties:

Tim specializes in:

• Personalized financial planning
• Risk management
• Investment management
• Tax planning
• Retirement plans for businesses

Fun Fact:

Tim likes to help his daughters with gymnastics in their yard.