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.