Tim Figueroa, Certified Wealth Planning Advisor
How to take the A place to think Survey
Care to Know Planning
About Tim
Tim Figueroa
email: Tim@Asset-Preservation.com
tel: (866) 217-5607
web: https://Asset-Preservation.com
Tim Figueroa joined Asset Preservation Strategies as an Investment Adviser. He was born and raised in beautiful Santa Barbara, California and is a Fifth generation Santa Barbarian. Tim attended Bishop Garcia Diego High School, and went on to graduate Cum Laude and earn a B.S.B.A. Degree in Finance from Suffolk University in downtown Boston. While attending college full-time, Tim obtained his Real Estate license and worked in the Real Estate industry as well as several finance internships over the summers. Prior to joining Asset Preservation Strategies, Tim was an adviser with Axxcess Wealth Management. He also spent time as an Investment Associate analyzing clients’ overall portfolios at a boutique private wealth management firm serving Ultra High Net Worth families, with a primary focus on Alternative Investments.
Tim thoroughly enjoys volunteer work, participates in the local Food Bank drives and is vice president of the Sunset Rotary Club of Carpinteria. Tim’s hobbies include reading and investing, enjoying the occasional round of golf, and hiking in the beautiful outdoors of Santa Barbara.
