Tim Talbott, MA, CFP®
Paraplanner, San Rafael
“Enthusiasm is everything. It must be taut and vibrating like a guitar string.” ~Pele
Both a modern Renaissance man and jack-of-all-trades, Tim provides a wide range of support for our advisory team. Whether working directly with clients, gathering data and research, modeling financial plans, building scenarios and designing cases, or developing presentations, Tim’s goal is to provide excellent service that requires minimal client effort.
Tim joined Private Ocean in 2011 aand is passionate about going the extra mile in finding ways to serve others that make them feel uplifted, inspired, happy and at ease. A returned Peace Corp Volunteer, Tim’s commitment to others also extends to his personal life, when he sets aside numbers and spends time with his wife and two daughters or when he picks up a guitar and a microphone. Tim loves to create music that aims to bring more love, light, joy and sanity into the world.
- MA, World Religions, Naropa University, Boulder, Colorado
- BA, Business Administration, The College of Idaho
What colleagues say about Tim:
“You get an incredible sense of warmth and caring from Tim when you first meet him. He’s incredibly intelligent and focused on helping clients and he’s also funny, collegial and just a blast to be around in the office.”