About Tim Sweeney
Tim is a Registered Securities Principal, a Registered Investment Advisor Representative, and a licensed Insurance Agent.
Biography:
A Santa Barbara, California native, Tim attended Bishop Diego High School before graduating from UC San Diego with a Bachelor’s Degree in Political Science. He started his investment planning career in 1984 as a retail bank supervisor and underwriter for consumer loans. He operated a business and asset management firm for 12 years overseeing a number of investment portfolios, real estate and utility syndicates, and developing start up business ventures. In 1995, Tim joined an independent full service brokerage firm as partner, offering a wide range of financial services, investment planning, and securities execution services.
He is a member of the Santa Barbara Chamber of Commerce and an original principal of the Santa Barbara Small Business Development Center. Tim is also a member of The Elks, and an active parishioner at St. Barbara Parish at the Old Mission.
Tim holds the following licenses:
Series 7,9,24,63, and 65
California Insurance License 0B44867
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Our Investment Approach
Our proprietary approach to investing, called the TRIAD, diversifies your investment portfolio into three categories: safe, income, and growth. This approach has a greater chance of providing you a cushion during times when the market is performing poorly.
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- The people we meet with come away with a clear picture of where their financial health is at and a road map that spells out their financial goals and how to tackle the 3 big retirement concerns.
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