Integrative Investing: Free Talk

Join us for a discussion on how to consider all aspects of your financial situation. Tim will talk about developing a personal financial plan that is in line with your values, means, and life Goals as well as how to find the best investment for your savings. We will also discuss the state of the economy and what to look out for in the news when making financial decisions.

Tim is an Independent Advisor at Integrative Investing with over 25 years of experience in the investment industry. Prior to this position, he worked in a variety of roles including consultant to the Bank of New York’s investment platforms, branch manager and Director of Service and Operations at Lockwood Financial, and as a specialist clerk on the New York Stock Exchange. In recent years, Tim has worked as a financial coach and consultant on financial strategy for small companies and nonprofits. Tim also teaches yoga in Santa Barbara.