Tim Padilla is our newest Senior Retirement Specialist. He shares the same values that we have brought to our clientele for many years. With 30 years of experience, he brings the professionalism and experience that our clients deserve.
He and his wife, Sonia, are passionate about helping you with wealth creation, preservation and leaving a financial legacy to the next generation. Tim is creative, forward-thinking and keeps a watchful eye on future trends. Sonia provides support in the office and is absolutely committed to customer service.
Tim went into business with his father while attending college. He had all his professional credentials and licensure by 19 years old, one of the youngest in the industry at the time. He has gone on to help hundreds of people over the years and maintains relationships with his clients, now friends. Tim and Sonia manage more than 24 million in assets.
If you do not find Tim in the office, you might find him at the local high school where he shares financial concepts and strategies, and how to avoid the “DEBT” pitfall that so many young adults fall into. You might also find him spending time with his family. Tim and Sonia have 2 daughters who are currently pursuing their PH. D’s in psychology.