About Us

Our Approch

• We seek to add value to our clients. Plain and simple.

• We create solutions tailored to your specific needs and situation.

• We are committed to provide expert advice, that is easy to understand.

• We realize that everyone is unique, and our recommendations and solutions match that sentiment.

Tim is a Certified Financial Planner™ (CFP*). The professional designation comes with extensive training in financial planning, estate planning, insurance, investments, taxes, employee benefits, and retirement planning, as well as in CFP Board’s Standards of Professional Conduct, which are rigorously enforced.

Tim is married to his beautiful wife Nabila. They have one son, Alec, who is their world.

Tim was born and raised in the Central Valley. Tim grew up in Coalinga, CA where he attended Coalinga High School and went on to attend West Hills College Coalinga on a full scholarship. While living in Coalinga, Tim worked for his family’s business from the age of 16 (officially). Working for his family’s business provided key lessons and principles that still carried on even today. After graduating from West Hills, he attended Fresno State where he studied and achieved a B.S. Business Administration – Finance degree.

In 2012 Tim began his journey in financial services. He would go on to become fully licensed (Series 7, 66, California Life and Health License). Tim worked for different firms that employed a variety of investment philosophies and really learned all aspects of providing financial advice. After working in the financial services industry for over 5 years, it was evident that it was time to create something different. He left and founded The Foundation Wealth Management, LLC based on principles practiced and learned throughout his entire
career.

We Create Happy Clients

Our financial strategy,  for you, will be based on your individual needs & circumstances.