About Tim McCandless

 

Tim McCandless, Financial Advisor,  joined Prosperity Point Wealth Management in August 2016. 

Prior to Prosperity Point, Tim worked as a Financial Advisor for Merrill Lynch.  Before embarking on a second career in the financial services industry, he served for 30 years in the United States Navy and retired in 2010 as a Captain.  As an independent advisor, Tim can serve clients the way he wishes to—with a firm commitment to customer service, integrity and ethics.

 

"Helping people is why I chose financial advising as a 2nd career.  I have always enjoyed getting to know and help people overcome their financial life challenges.  My clients benefit particularly because I collaborate with their tax and legal advisors to come up with the very best client solutions.  Without the burden of a large bank brokerage firm, I am better able to assist my clients.”

Tim holds an additional designation as a Chartered Retirement Planning Counselor or CRPC® from the College for Financial Planning.  Individuals who hold the CRPC® designation have completed a course of study encompassing pre-and post-retirement needs, asset management, estate planning and the entire retirement planning process using models and techniques from real client situations. 

Tim is a member of San Diego Nice Guys. The Nice Guys have been a part of San Diego since 1979, helping local families and individuals who, through no fault of their own, have fallen on tough times. Their goal is to get people back on their feet and self-sufficient. The Nice Guys serve the San Diego community and their only reward is, and always has been, the pleasure that comes from helping others. Since they first began in 1979, Nice Guys donations have been in excess of $14.7 million for families and individuals in San Diego County. There is no overhead, no offices, and no paid staff (www.sdniceguys.com).

In his free time, Tim enjoys swimming, cycling and Yoga.  He and his wife, Wanda, have three grown children and a Yorkie named Zola.”