Tim Talbott is a Senior Advisor Associate in the San Rafael office.

As the modern Renaissance man that he is, Tim provides a wide range of support for our advisory team. Whether working directly with clients, gathering data and research, modeling financial plans, building scenarios and designing cases, or developing presentations, Tim’s goal is to provide excellent service that leaves everyone he works with feeling uplifted, inspired, joyful and at ease.

Prior to joining the firm in 2011, Tim ran his own tax debt consulting company for several years, which inspired him to continue his career path toward becoming a Financial Advisor.

Tim has been a Mindfulness Meditation Instructor and dedicated practitioner for over two decades. Drawing on his master’s degree in Applied Spirituality, he is passionate about the positive impacts that he has experienced through mindfulness practice, and offers meditation instruction as well as spiritual advising—helping individuals navigate through major transitions from birth to death and everything in between.

A collegiate baseball National Champion and returned Peace Corp Volunteer, Tim’s commitment to others also extends to his personal life. Whether it’s spending quality time with his wife and two daughters, picking up his guitar and microphone to perform or record original music, or watching his cats play with the eco-friendly cat toy that he and his wife invented, Tim brings a depth of knowledge, genuine passion, enthusiasm and a sincere heart to everything he does.

Previous Experience

  • Paraplanner at Private Ocean Wealth Management

Education & Credentials

  • Certified Financial Planner
  • MA, Naropa University, World Religions
  • BA, The College of Idaho, Business Administration

 

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, Certified Financial Planner, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.