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Timothy O'halloran
Timothy O'halloran
President
Scarborough, Maine, United States
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.
Timothy O'halloran
Work Experience
President at
Blue Point Financial
January 2003 - Present
Registered Representative at
Equity Services, Inc.
March 1992 - June 2019
Agent at
Vermont Life Insurance Co
March 1992 - June 2019
Timothy O'halloran
Education
THE AMERICAN COLLEGE
January 1995 - January 2000
University of Southern Maine - School of Business, Bs
January 1990 - January 1991
January 1978 - January 1981
Frequently Asked Questions about Timothy O'halloran
What is Timothy O'halloran email address?
Timothy O'halloran's primary email address is **********@nationallife.com. To view the full verified email and additional contact details, sign up for free with Muraena.
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
**********@nationallife.com
*****************@nlvmail.com