1800 SW 1st Ave. Ste. 150 | Portland, OR 97201 | ph: (503) 225-9393 | toll free: (800) 328-1956 | fx: (503) 225-6532
Vice President – Investments
Investment Advisor Representative
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?
Tim Bean, Vice President – Investments, has numerous financial industry certificates and designations. 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 of Deposits
Money Market Funds
Tax Exempt Bonds
Certificates & Designations
FPC – Financial Planning Certificate