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Cfp Timothy R. Knapp

Wealth Manager (Trusts & Guardianships)
Bellevue, Washington, United States
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Can you suggest some gifts Cfp Timothy R. Knapp might like?
Profile Image for Cfp Timothy R. Knapp

Cfp Timothy R. Knapp

Wealth Manager (Trusts & Guardianships)
Bellevue, Washington, United States
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Asset Management Strategies' Timothy R. Knapp has nearly three decades of experience managing millions of dollars for individuals and families. Their mission is to manage wealth for today and tomorrow to help clients achieve their dreams. Timothy specializes in Investment Management of IRA's, Trusts, and Guardianships while offering other services such as Retirement Planning, Investment Advice, Asset Management, Estate Planning, Elder Care Planning, and Legacy Planning. Cascadia Advisory Services, LLC offers investment advisory services, and Cetera Advisors LLC offers securities. Timothy's relationships with clients are guided by trust and integrity and aim to go beyond investments, offering a deep and broad approach to wealth management utilizing professional alliances with attorneys, accountants, and guardians. Timothy has a Bachelor of Arts from Northwest University and a BS from Montclair State University. He also studied CFP at the College for Financial Planning and CFP Board of Standards. Timothy has served on the Foundations Board of Trustee and as former Member of the Board of Advisors Business College at Northwest University, a Forum Chair at C3 Leaders, a Teaching Volunteer at Junior Achievement, and an Advisory Board Member for the School of Psychology at Seattle Pacific University. He was also the Chairman of the Advisory Board at Operation Military Family, a Board Member at Dave Irish Ministries, and an Advocates Council Member at Children of the Nations. Additionally, Timothy has served as the Forum Chair at Pinnacle Forum Northwest, the Chair at KIROS BUSINESS HOUR, and the Chairman of the Board at Northwest Family Life, among many other professional engagements.

This public profile is provided courtesy of Clay. All information found here is in the public domain.
Is this you? Claim profile
This public profile is provided courtesy of Clay. All information found here is in the public domain.