What is Cpwa Timothy Mosley Cfp Caia Cepa Cpfa email address?

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What company does Cpwa Timothy Mosley Cfp Caia Cepa Cpfa work for?

Cpwa Timothy Mosley Cfp Caia Cepa Cpfa is a Wealth Management Advisor, Senior Vice President at Merrill Lynch, a company specializing in Monetary Authorities-Central Bank.

Where Cpwa Timothy Mosley Cfp Caia Cepa Cpfa graduated from?

Cpwa Timothy Mosley Cfp Caia Cepa Cpfa holds a degree in from San José State University.

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Who is Cpwa Timothy Mosley Cfp Caia Cepa Cpfa?

Timothy Mosley is a seasoned Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management, bringing over 15 years of experience in the financial sector. With a background in high-tech marketing and consulting, he possesses a unique blend of analytical skills and business acumen that allows him to provide tailored financial strategies to high-net-worth clients. Timothy specializes in goals-based wealth management, focusing on aligning investment strategies with clients' long-term financial objectives. His dedication to personalized service and commitment to client success set him apart in the competitive financial landscape. A Bay Area native, he enjoys sharing his passion for World War II history and spending quality time with his family. Timothy holds multiple professional certifications, including CFP and CAIA, which further enhance his expertise in investment management and financial planning.