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Timothy A
CFP®, Series 66, Series 65
Moraga, CA
Money Concepts Capital Corp
Timothy Alford is a CFP® professional with eight years of industry experience, currently serving at Money Concepts Capital Corp. He has worked previously at Consilium Wealth Management and operated as a self-employed advisor. Outside of his advisory role, he is an employee at NorthPoint Tax, Wealth and Business Advisory, LLP and the owner of Wheelhouse LLC. Money Concepts Advisory Services provides investment advisory, financial planning, and consulting to a diverse client base including individual investors, pension plans, trusts, and corporations. The firm manages approximately $4.07 billion in assets through model-driven and asset allocation strategies, offering both discretionary and non-discretionary programs supported by multiple portfolio options and third-party service providers.
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