Tim Whitney CLTC®, RICP®

Investment Adviser Representative

PROFESSIONAL BACKGROUND

Tim Whitney is an Investment Adviser Representative with almost 30 years of experience in the financial services industry. He is responsible for assisting his clients with their retirement plans and helping them meet their financial goals. Tim’s focus is in Risk Management, Estate Planning, Income and Asset Analysis, Arizona State Retirement System Pensions and Social Security strategies.

Prior to joining GoldBook Financial, Tim started his career at MetLife as a 403(B) Representative in 1990. His professional designations include Retirement Income Certified Professional (RICP®) and Certified Long-Term Care Specialist (CLTC®). He holds FINRA Series 6, 7 and 63 Registrations and is Life, Accident and Health licensed in Arizona.

Tim resides in Arizona with his wife and two teenage sons. He volunteers as a Scoutmaster for Boy Scouts of America and is currently active with the Food Allergy and Anaphylaxis Network (FAAN) and the National Tax Deferred Savings Association (N.T.S.A.).