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Timothy O'halloran

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Timothy O'halloran

President

Scarborough, Maine, United States

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Timothy O'halloran

Summary

Timothy O'Halloran is a seasoned financial services professional with over three decades of experience, specializing in comprehensive financial planning and business succession strategies. After beginning his career in 1990, he quickly recognized the importance of certified financial planning and obtained his CFP accreditation by 2000. As the President of Blue Point Financial, he has developed strategic processes that cater to a diverse clientele, including retirees and small business owners. Timothy is passionate about empowering individuals to make informed financial decisions, ensuring they can preserve and pass on their wealth. His leadership has transformed Blue Point Financial into a thriving practice, focused on a planning-based approach. Timothy's background includes significant roles in both life insurance and investment management, further enriching his expertise in the financial sector. He is committed to continuous improvement and adapting to the evolving needs of his clients.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Emerging Technologies

Organisational experience

Corporate Experience

Timothy O'halloran

Work Experience

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President at

Blue Point Financial

January 2003 - Present

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Registered Representative at

Equity Services, Inc.

March 1992 - June 2019

💼

Agent at

Vermont Life Insurance Co

March 1992 - June 2019

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Timothy O'halloran

Education

THE AMERICAN COLLEGE

January 1995 - January 2000

University of Southern Maine - School of Business, Bs

January 1990 - January 1991

University of Maine

January 1978 - January 1981

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Where Timothy O'halloran graduated from?

Timothy O'halloran holds a degree in Certified Financial Planner Registrant, License # 64898 from THE AMERICAN COLLEGE.

How can I directly contact Timothy O'halloran?

To contact Timothy O'halloran directly, you can use the email address **********@nationallife.com. Complete contact information is available upon registration with Muraena.

Who is Timothy O'halloran?

Timothy O'Halloran is a seasoned financial services professional with over three decades of experience, specializing in comprehensive financial planning and business succession strategies. After beginning his career in 1990, he quickly recognized the importance of certified financial planning and obtained his CFP accreditation by 2000. As the President of Blue Point Financial, he has developed strategic processes that cater to a diverse clientele, including retirees and small business owners. Timothy is passionate about empowering individuals to make informed financial decisions, ensuring they can preserve and pass on their wealth. His leadership has transformed Blue Point Financial into a thriving practice, focused on a planning-based approach. Timothy's background includes significant roles in both life insurance and investment management, further enriching his expertise in the financial sector. He is committed to continuous improvement and adapting to the evolving needs of his clients.

Timothy`s contact details

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**********@nationallife.com

*****************@nlvmail.com

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