Tim Ressler, CFP®

VP - Financial Consultant

+1 860-570-4056

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 63, 65 Securities Licenses

Experience

12 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2023-present
  • Financial Consultant, CCR Wealth Management, 2021-2023
  • Sr. Financial Consultant, Connecticut Wealth Management, 2021-2021
  • Financial Consultant, Fidelity Investments, 2017-2021
  • Financial Planner, AXA Equitable, 2012-2017

Education

  • BA, History & Education

Standard mailing address:

Charles Schwab & Co, Inc
Orlando Operation Center
P.O. Box 628291
Orlando, FL 32862-8291

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