Tim Chafin, CFP®
Building Blocks for Your Financial Success
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Chafin Wealth Management
Tim Chafin, CFP®
Folsom, CA
Serving the Western US
Building Blocks for Your Financial Success
Areas of Focus
- Estate Planning
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Me
Tim Chafin is the owner and founder of Chafin Wealth Management. He was raised and educated in the Midwest before moving to Northern California while serving in the Armed Forces.Tim is an independent Financial Advisor operating under the umbrella of LPL Financial. Tim is also a CERTIFIED FINANCIAL PLANNER™, professional which required him to complete a two year course of study and pass 6 rigorous exams proving his comprehensive knowledge of personal financial issues. He conducts public seminars on many topics and has published several articles in local magazines and newspapers. Tim is also a member of the Northern California chapter of the Financial Planners Association.
We are dedicated to developing long-lasting relationships with all our clients. We believe relationships, not transactions, are what helping people is really all about. Much of our new business comes from referrals from existing clients or other professionals, and we cherish that confidence and trust above all else.
"I became a financial advisor to help people tune out the noise and focus on what matters to them, and what they can control."
Tim lives in Folsom, CA. When he is not busy helping his clients or increasing his knowledge base, he loves to work in his woodshop or hike in the mountains.
Professional Designations
- CERTIFIED FINANCIAL PLANNER™ Professional
Primary Location
116 Elkins Circle Folsom, CA 95630
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free 15-minute call. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About our Firm
Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.We understand the challenges families face today.
From managing debt to saving for college, investing for retirement, or to ensure eventual wealth transfer, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.
We believe in thinking “outside the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.
Whether you’re beginning your investment journey, reimagining your retirement, or anything in between, you need an experienced professional in your corner. It’s our goal to serve every aspect of your financial life to provide the sound investor advice and wealth management strategies.
Your goals are our goals. Regardless of your background, we believe people live better lives with wealth-building education and investment management. If you’re ready to work with a financial professional, let’s sit down to talk.
Badges
Hobbies and Interests
- Family
- Hiking
- Woodworking
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Families
- Gen X
- Intergenerational Families
- Living in Retirement
- Parents
- Women’s Finance
To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
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