Timepiece Financial Planning, Inc.
Timepiece Financial Planning, Inc. (CRD# 158475) is a financial advisory firm headquartered in Vancouver, WA. They manage $14,200,000 in 25 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management14MILLION
Total Number of Accounts25ACCOUNTS
Average Account Value$568,000
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
AK, OR, WA
Timothy Massie (CRD# 2995603) is an Investment Advisor Representative working at Timepiece Financial Planning, Inc. in Vancouver, WA and has over 12 years of experience in the finance industry. Timothy Massie has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
John Blatchford (CRD# 3195704) is an Investment Advisor Representative working at Timepiece Financial Planning, Inc. in Vancouver, WA and has over 16 years of experience in the finance industry.