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2019 Continuing Education Event: About Tim Paschall

Timothy T. Paschall, CLU, CFP®

 

A graduate of North Carolina State University, Tim has over two decades of experience in the delivery of financial advice and education. He has earned the Certified Financial Planner — CFP® designation from the CFP Board of Standards and the Chartered Life Underwriter designation from The American College.

Tim takes a long-term planning approach with his clients and sees his role as an educator and financial counselor. His goal, and one of his biggest rewards, is to be able to advise multiple generations of the same families as they grow and prosper.

Credentials

Tim Paschall has been awarded the Certified Financial PlannerTM CFP®designation by the CFP® Board of Standards, indicating that he has met rigorous requirements including: initial and continuing education, examination and experience standards, and adherence to a strict code of ethics and practice standards.

Tim has earned the Certified Financial Planner — CFP®designation from the CFP Board of Standards and the Chartered Life Underwriter designation from The American College.

Tim also was awarded the Chartered Life Underwriter (CLU) designation by The American College, Solomon S. Huebner School.  The CLU designation is the professional credential for persons involved in the life insurance business, indicating that Tim has met the educational, experience, and ethics mandates required to earn the CLU designation.

Since 1996, Tim has been a PACE Qualifier.  The PACE (Professional Achievement in Continuing Education) program for CLUs is administered through the Society of Financial Services Professionals and indicates a high level of commitment to continuing professional education.

Tim is an independent financial professional. He is a fully licensed insurance agent for life, accident, health, Medicare supplement and long-term care insurance.  He is also a licensed investment advisor for stocks, bonds, mutual funds, variable annuities and limited partnerships.  Tim is an investment advisor representative of Investment Advisors, a division of ProEquities, Inc., a registered investment advisory firm.

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Mailing Address:
P.O. Box 123 Gastonia, NC 28053

Street Address:
1201 E. Garrison Blvd, Gastonia, NC 28054

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Phone:
704.864.0927

Fax:
704.869.0222

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