Tim Bean

Tim BeanVice President – Investments
Registered Investment Advisor

A long time Oregonian, Tim enjoys the outdoors: Hiking, fishing, gardening and tinkering in the woodshop. He loves trying out new recipes in the kitchen as well as reading, politics and philosophy. Who can resist a good mystery?

Investment Expertise

Tim Bean, Vice President – Investments, has numerous financial industry certificates and designations (see below). Over the past 2o years he served as President of Timwell Investment Brokers, CFO of Pacific Customs Brokers and Designated Broker of Pacific Financial Services while he resided in California. Additionally he was CEO for over 10 years at The Fruit Tree in Hood River. Since 2004, Tim, utilizing these experiences, has been advising individuals, families and businesses on their overall finances, education, estate planning and retirement needs.

Certificates & Designations

  • FPC – Financial Planning Certificate
  • AAMS – Accredited Asset Management Specialist
  • RPC – Retirement Planning Consultant
  • ETSC – Estate And Trust Services Consultant
  • PMMC – Professional Money Management Consultant
  • BSC – Business Services Consultant
  • EPC- Executive Planning Consultant

Products

  • Certificates of Deposits
  • Stocks
  • Bonds
  • Money Market Funds
  • Tax Exempt Bonds
  • Mutual Funds
  • ETF’s
  • Options
  • Insurance
  • Annuities

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