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Tim Bean

Vice 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 of Investments, boasts over two decades of experience in the investment sector. Throughout his career, he has held prominent positions such as President of Timwell Investment Brokers, CFO of Pacific Customs Brokers, and Designated Broker at Pacific Financial Services during his time in California. He also served as the CEO of The Fruit Tree in Hood River for a decade. Leveraging this extensive background, since 2004, Tim has been providing guidance to individuals, families, and businesses on financial planning, educational funding, estate strategies, and retirement preparations.

Products

  • Certificates of Deposits

  • Stocks

  • Bonds

  • Money Market Funds

  • Tax Exempt Bonds

  • Mutual Funds

  • ETF’s

  • Options

  • Insurance

  • Annuities

Certificates & Designations

  • FPC – Financial Planning Certificate

Tim Bean: Services
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