About Timothy Chafin

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Timothy L. Chafin, CFP®

Wealth Advisor



Tim Chafin is the owner and founder. He was raised and educated in the Midwest before moving to Northern California while serving in the Armed Forces.

Tim is an independent Financial Advisor operating under the umbrella of LPL Financial. Tim is also a CERTIFIED FINANCIAL PLANNER™, professional which required him to complete a two year course of study and pass 6 rigorous exams proving his comprehensive knowledge of personal financial issues. He conducts public seminars on many topics and has published several articles in local magazines and newspapers. Tim is also a member of the Northern California chapter of the Financial Planners Association.

We are dedicated to developing long-lasting relationships with all our clients. We believe relationships, not transactions, are what helping people is really all about. Much of our new business comes from referrals from existing clients or other professionals, and we cherish that confidence and trust above all else.

"I became a financial advisor to help people tune out the noise and focus on what matters to them, and what they can control"

Tim lives in Folsom, CA. When he is not busy helping his clients or increasing his knowledge base, he loves to work in his woodshop or hike in the mountains.