J. Timothy Corle, QPA, CPC

J. Timothy Corle, QPA, CPC

President, Owner

Phone: 610-251-0670
Fax: 610-640-0989
E-mail:

Professional Focus
• Tim concentrates his energy on the firm’s daily operations and team development.  Dedicated to ensuring high quality service, Tim works to design processes that incorporate cutting edge technology, and establish relationships to help meet individual client needs. 


Professional Organizations
• American Society of Pension Professional and Actuaries (ASPPA), Member
• Society for Financial Services Professionals, 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)
• Series 7 (General Securities Representative), 63(Uniform Securities Agent State Law Exam), 65(Uniform Investment Adviser Law Exam) - Registered Representative with NFPSI and Investment Advisor Representative with NFPSI and Tycor Asset Management, Inc.

• Life and Health License

Lectures & Articles
• Presents periodically for the Main Line Association of Continuing Education on 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 on Qualified Retirement Plan topics.
• Presented at The Society of Financial Service Professionals section meetings on 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 and spending time at the beach with family.
• Active participant in oldest sons Cub Scout pack.
• Enjoys spending time woodworking