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Timothy L

CFP®, Series 66

Fair Haven, NJ

Fidelity

T.J. Lauch serves as Vice President Private Wealth Management Advisor, focusing on assisting families with multi-generational wealth through holistic planning and trusted relationships. He has been with Fidelity Investments since 2011, progressing from Vice President, Financial Consultant to Vice President, Executive Planning Consultant, and currently holds his current role since 2023. His professional experience encompasses wealth management and financial consulting. T.J. holds a California Insurance License, supporting his advisory services. Outside of his professional work, he engages in personal interests such as beach activities, biking, concerts, family activities, parenthood, and running.

Multi-generational wealth transfer Wealth management General estate planning guidance Parents
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