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Timothy K

Series 63

Camarillo, CA

Advantage Financial Consultants

Timothy Kuns is a financial advisor at Advantage Financial Consultants with 7 years of industry experience. He holds a Series 63 designation and has been self-employed since 1993. In addition to his advisory work, he is an instructor at California State University Northridge and operates a tax preparation business during tax season. Advantage Financial Consultants provides investment advisory and financial planning services to individuals, family trusts, and IRAs. The firm emphasizes asset allocation using modern portfolio theory and primarily manages assets on a non-discretionary basis without taking custody of client funds.

General retirement planning Income planning Life insurance needs analysis Charitable giving & philanthropy College savings (529s, UTMA, etc.)
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