Tim Johnson Jr CFP®, AIF®, RICP®
As an advocate for his clients’ financial success and well-being, Tim works to develop meaningful relationships with individuals, families, and privately held business, so that he may inspire them to achieve their most important life goals, and guide them to financial independence.
By delivering an approachable strategy, Tim is committed to fostering an experience that encourages collaboration, and one that demonstrates transparency and authenticity. He centers ona consultative and objective process to address both corporate and personal wealth management.
Tim focuses on comprehensive financial planning, investment advisory services, business and personal risk management insurance, retirement income and estate planning, business succession planning, and qualified retirement plans.
Tim has earned the CFP® certification through The American College of Financial Services and the
AIF®, Accredited Investment Fiduciary® certification, through the Center for Fiduciary Studies,which certifies specialized knowledge of fiduciary standards of care and their application to the investment management process.
Tim is also a Retirement Income Certified Professional. The RICP® certification is earned through the American College of Financial Services and demonstrates specialization in helping pre-retirees manage and monetize assets for income during retirement.
Tim graduated from Appalachian State University with a double major in Finance & Banking and Risk Management Insurance. Outside of the office, he enjoys volunteering his time, and currently serves as a board member on both, the Virginia Chapter of the American Foundation for Suicide Prevention,and Backpacks of Love. In his spare time, he enjoys being with his wife, his family and friends,exercising, and playing golf and tennis. During the colder months of the year he enjoys snow skiing and of course, Appalachian State football.
Tim is a Registered Representative and Investment Advisor Representative with Securian Financial Services, Inc.