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Timothy M

Series 63, Series 65

Chico, CA

Valic Financial Advisors

Timothy Murphy is a financial advisor with Valic Financial Advisors in Chico, CA, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked at Valic Financial Advisors since 2011 and also has experience with Financial Concepts, Inc. and Agia. Outside of his advisory role, he is an agent for non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models and other wrap programs.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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Robert S

Series 63, Series 65

Chico, CA

Valic Financial Advisors

Robert Sorensen is a financial advisor with Valic Financial Advisors in Chico, CA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His career includes roles at Allstate Insurance Company, Anthem Blue Cross/Blue Shield, and Stifel Nicolaus & Co Inc. Outside of advising, he serves as a board member of a church in Paradise, CA, assisting in governance following significant community disruption. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed portfolio models and operating at a large scale with over 1,200 advisors.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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Stephen H

Series 66

Chico, CA

Valic Financial Advisors

Stephen Heiden is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and 17 years of industry experience. His career includes roles at Morgan Stanley, TD Private Client Wealth LLC, and U.S. Bancorp Investments, Inc. He is also appointed as an agent to sell non-securities insurance products for Agia. Valic Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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