Tim Bock, Certified Wealth Planning Advisor
How to take the A place to think Survey
Care to Know Planning
About Tim
Tim Bock
email: tim@summitportfolio.com
tel: (702) 838-9999
web: https://www.summitportfolio.com/
Tim has 45 years of experience in the financial markets and extensive expertise in investment due diligence, financial and retirement planning, portfolio design and implementation, and tax minimization strategies.
Over the past 30 years, Tim has had the privilege of working with some of the world’s most notable academic researchers, including numerous Nobel Laureates whose research forms the basis for many of Summit’s portfolio strategies for clients.
1980—Licensed as a Property and Casualty Insurance agent in Arizona. Tim helped clients save money on insurance coverages.
1982—Attained the Series 7 securities license and worked in the municipal bond industry.
1984—Tim formed his own independent financial planning practice and expanded his services to his clients. He attained the California life, health, disability and long-term care licenses.
1986—Early adopter of computerized financial planning and investment portfolio optimization modeling. 1992—Partner in Registered Investment Advisor in San Francisco, CA. He served on the due diligence committee evaluating public and private partnerships for a regional broker-dealer.
1993—Attained Series 24 investment principal license. Tim began implementing portfolio strategies based on Nobel Prize-winning research. Tim served as a consultant/advisor to numerous corporate qualified plans
1994—Served on the advisory board for Reinhardt Werba Bowen (San Jose, CA), one of the largest financial planning firms in the US at the time.
1999—Tim moved the firm headquarters from Los Angeles to Las Vegas, NV, and founded Summit Portfolio Management.
Tim has been a frequent guest speaker at industry conferences and at major employers educating employees on investment and retirement strategies, including Chevron, Raytheon, Boeing, Paychex, TD Ameritrade, the American Association of Individual Investors, and several broker-dealers.
He is an instructor for the Southern California Institute and has attained the Certified Founders Group Associate Designation: CFGA.
Tim completed the Elite Wealth Manager Certification (CEG Worldwide) in August 2024.
Tim is currently enrolled in the following professional certification programs:
-Accredited Investment Fiduciary: AIF
-Retirement Management Analyst: RMA
-Certified Exit Planning Advisor: CEPA
-Certified Wealth Planning Advisor: CWPA
-Certified Tax Specialist: CTS
-Certified Estate and Trust Specialist: CES
