Tim Dyer is the founder of Dyer Wealth Management, a San Diego based investment advisory firm focused on helping high net worth families make smart decisions for their wealth.
With over 20 years of experience, Tim has developed a wealth management formula to help clients achieve their stated goals and beyond. Areas of specialty include financial planning, investments and portfolio management, and tax minimization strategies.
He has been featured in various financial publications as well as a frequent speaker on a variety of topics around wealth.
A graduate of Babson College with a degree in finance and entrepreneurship. He takes pride in the ability to simplify complex issues using an easy to understand approach.
For more information, please visit his website: www.dyerwn.com. You can also contact his office at (858) 459-3937 or at email@example.com
LICENSES & ACCREDITATIONS
- Retirement Specialist
- Registered Representative
- Investment Advisor
AREAS OF EXPERTISE
- LIFE INSURANCE
- LIVING BENEFITS
- TAX-FREE RETIREMENT
- LONG-TERM CARE INSURANCE
- ESTATE PLANNING