J. Timothy Corle, QPA, CPC,CFP®

J. Timothy Corle, QPA, CPC,CFP®

President, Owner

Phone: 610.251.0670
Fax: 610.640.0989
E-mail:
 

Professional Focus

Tim concentrates on the firm’s individual and corporate financial planning services.  Dedicated to ensuring high quality service, Tim works to assist clients in accumulating and protecting wealth.

Professional Organizations

  • American Society of Pension Professional and Actuaries (ASPPA), Member
  • Chester County Chamber of Business and Industry, Member
  • Delaware Valley Family Business Center, Member
  • Vistage, Member

Education/Credentials

  • BS in Business Administration, Finance focus, Drexel University
  • Qualified Pension Administrator (QPA)
  • Certified Pension Consultant (CPC)
  • Certified Financial Planner (CFP® )
  • Series 7 (General Securities Representative), 63(Uniform Securities Agent State Law Exam), 65  (Uniform Investment Adviser Law Exam)
  • Life and Health License

Lectures/Articles

  • Guest speaker, Fee Disclosure topics
  • Presents periodically for the Main Line Association of Continuing Education, Qualified Retirement Plan topics
  • Presenter at the PICPA Personal Financial Planning Conference
  • Presenter at the Delaware Valley Family Business Center Forum
  • Published multiple articles in the Chester County B2B publication, Qualified Retirement Plan topics
  • Presented at The Society of Financial Service Professionals section meetings, Qualified Retirement Plan topics
  • Implemented and facilitated the popular “Fish! Culture” program at Tycor

Personal Interests

  • Lives in Downingtown, PA with his wife and two sons
  • Enjoys skiing, beach family time, woodworking, and reef aquarium hobbyist
  • Active in sons’ Cub Scout pack leadership