Champion of Financial Integrity and Trusted Advisor
Tim Whisler is a seasoned financial advisor with over 20 years of experience in guiding clients through the complexities of retirement and wealth management. His career is defined by a commitment to providing transparent, client-centered financial planning, characterized by a deep respect for each individual's unique financial journey.
Professional Background
Tim's educational background includes a degree in Economics, which laid the foundation for his career in financial services. He gained extensive experience in various roles, including marketing and advisory positions, before founding The Whisler Agency. Tim's personal experiences with financial mismanagement motivated him to establish a practice dedicated to honest, transparent financial advice, free from the conflicts of interest often seen in larger firms.
Bar Admissions and Education
- Certified Financial Fiduciary®
- Chartered Retirement Planning Counselorâ„ (CRPC®)
- Certified in Long-Term Care (CLTC®)
Professional Associations
- National Association of Insurance and Financial Advisors (NAIFA)
- Financial Planning Association (FPA)
- Society of Financial Service Professionals (SFSP)
Community Involvement
Tim is deeply committed to his community, frequently volunteering for local organizations focused on financial literacy and senior care. His active involvement in the Financial Planning Association (FPA) and other industry groups highlights his dedication to ongoing education and professional excellence.