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Timothy F

CFP®, ChFC®, Series 66

Fortson, GA

CoreVision Financial Group

Timothy Fuller is a CFP® and ChFC® with nine years of experience in financial advisory. He is currently with CoreVision Financial Group and has previously worked at Edward Jones and LPL Financial. Prior to entering the financial industry, he was employed at Cancer Treatment Centers of America. CoreVision Financial Group provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a long-term investment philosophy with tactical adjustments and utilizes low-cost mutual funds, ETFs, individual stocks, bonds, and options, managing approximately $1.15 billion in discretionary assets.

Options & derivatives strategies Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner
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