Timothy Kee

Tim started his financial planning career in 1998 with Prudential Securities as a Financial Advisor and joined Charles Schwab in February 2000. At Schwab, he has held positions as a Business Development Specialist, Financial Consultant, Comprehensive Financial Planner, and Equity Compensation Planner. He holds a BSBA from Creighton University and a MSBA from Boston University. He is a Certified Financial Planner (CFP®) and a Certified Wealth Strategist (CWS®).