Broker Check
J. Timothy Corle, CPC, CFP®

J. Timothy Corle, CPC, CFP®

President, Owner

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. Tim is a Registered Representative with Kestra Investment Services, LLC and an Investment Advisor Representative with Kestra Advisory Services, LLC.

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