Timothy M. Weiner, ChFC, has more than 31 years experience in the investment business and is the founders of Allen Financial Wealth Management. Tim believes strongly that trust is the most important criteria for meaningful friendships and relationship. “I treat my clients like family and am committed to working diligently toward their goals while respecting their values. As an independent advisor, I pride myself on acting as my clients’ advocate, working for their best interests.”
Tim served as the president of Willamette Valley Society of Financial Services Professionals and has been a member since 1993. Tim has completed the vigorous studies and testing to earn from the American College the degree of “Chartered Financial Consultant.” Tim is also a member of the National Association of Insurance and Financial Advisors. He holds many specialized industry designations, licenses and is a life time learner. He continues his educations by yearly taking courses that keep him sharp in the areas of product structures, investment strategies, wealth planning and tax strategies. Tim believes in giving back to his community and serves as a volunteer, building homes for the homeless, leading groups on mission trips and is active member of his local church.
Tim and his wife, Nikki married in Salem Oregon and in 1987 and lived here for more than 40 years. They have three children, Natasha, Tiara, Shea and three beautiful grandchildren. They love boating, fishing the Oregon Coast, hiking, skiing, making friends, traveling and riding motorcycles.
Tim believes a teamwork approach adds a broader perspective and provides increased benefits to his clients. Working with local estate attorneys and CPAs develops a holistic wealth planning opportunity.
Our team of financial professionals can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s the best approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
We are experienced professionals having helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
