Timothy Mulhern
Tim works with his clients to provide personalized advice focused on creating a diversified portfolio and implementing strategies to help safeguard their financial well-being in the face of uncertainties. With over 4 decades of experience in financial advising and a focus on areas such as investments, retirement planning, tax strategies, annuities and insurance; Tim brings a wealth of knowledge and expertise to the table.
Tim's qualifications include Series 7, 63, and 66 licenses, along with various insurance licenses, and securities registrations with LPL Financial. Additionally, he holds a BA from Seton Hall University.
Tim has been actively engaged in community activities such as organizing, coaching, and running youth sports programs; he is dedicated to helping clients achieve their financial goals while also contributing positively to the community