Tim Wallender is a fee-only Certified Financial Planner (CFP) offering portfolio management, retirement planning, financial planning and IRA rollovers using no load funds. Tim has been featured in major publications and the media offering Money Makeovers and a reliable market outlook. For example, In Jan 2008 our Certified Financial Planners (CFP) re-optimized the SIMM portfolios by lowering equity positions prior to the first large bank failure resulting in loss avoidance for our clients. Again in 2012, our Certified Financial Planners (CFP) reoptimized portfolios before the market turned down.
Strategic Index Money Management is based on the Nobel Prize winning concept of Modern Portfolio Theory and implemented by our Certified Financial Planners (CFP). Our portfolios are optimized and rebalanced based on the client’s chosen risk objective. The core of our portfolios includes a widely diversified mix of large and small domestic index funds that lower your turnover and trading costs. We then add a variety of funds that further diversify your mix including international and other asset classes that exceed market averages. All funds are no-load with no 12b-1 fees or other commissions. Our Certified Financial Planners (CFP) have offices in Manhattan Beach and La Quinta CA. Our fee only Certified Financial Planners (CFP) specialize in retirement planning, portfolio managment and all other aspects of financial planning. We use TD Ameritrade as our custodian and your monthly statements are reconciled to ensure the highest security for your portfolio.
Our clients are elevated to the institutional side of investing resulting in more choices and lower costs than the retail side of Wall Street. Our Certified Financial Planners (CFP) will accomplish a free retirement plan to assess your goals and review your current portfolio performance in your first free consultation. Please click on the sign up link above to set up an appointment today at either our Manhattan Beach or La Quinta offeces and our Certified Financial Planners (CFP) will impress you with our Portfolio Managment, Retirement Planning, IRA Rollover strategies and all aspects of financial planning.
Tim Wallender, CFP is a 1981 graduate of the United States Air Force Academy (USAFA) and attended the College of Financial Planning in Denver Colorado achieving his Certified Financial Planner (CFP) designation in 1993 with continued education to maintain this credential.