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Timothy B

Series 63

Modesto, CA

Kestra Advisory

Timothy Buzzini is an investment advisor representative with Kestra Advisory and holds a Series 63 designation. He has 32 years of experience in the financial services industry, including roles at Kestra Advisory since 2016 and Kestra Investment Services since 2014. Outside of advisory work, he has been involved with Jack Tone Golf since 1996. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors and institutional investors. The firm offers services such as fiduciary consulting, plan-level investment advice, and pooled plan solutions, managing approximately $79.8 billion in assets and serving a range of clients including sovereign wealth funds.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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