LPL Financial Advisor, Economist
Tim Geisbauer is Founder of Geisbauer Wealth Management, a comprehensive wealth planning firm. Tim has been helping individuals and their families maximize their personal wealth and attain financial confidence for over 10 years. He is a Certified Financial Planner™ professional and a Registered Principal working through LPL Financial, a registered broker dealer.
Tim strives to be your most trusted advisor through his hard work, loyalty, and availability of professional resources. He is a committed partner in helping clients achieve what is meaningful in their lives. He is completely independent and this ensures he will always have the freedom to act in your best interest.
Tim believes the best way to pursue financial success is to embrace a life-long financial plan coupled with proper investment risk management. Tim's ultimate goal is to protect your money during times of anticipated negative volatility so there is capital to invest when new opportunities present themselves.
Tim has a Bachelor of Arts degree in Economics from California State University at Northridge and a Masters of Business Administration in Financial Planning from California Lutheran University. He also holds the FINRA series 7, 66, and 24 securities registrations through LPL Financial.
Tim, his wife Carrie, and their sons Logan and Luke reside in Simi Valley with their two rescued golden retrievers Lonestar and Kody. As a family, they foster rescued dogs for the Southern California Golden Retriever Rescue. Additionally, Tim volunteers his financial services for the Veterans of Foreign Wars in Simi Valley.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: TX, AZ, CA, FL, ID, IL, NJ, NY, UT