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A wealth management firm only succeeds if the people running it do things for the right reasons. |
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Tim Cartier
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Having an interest in investments for as long as he can remember, Tim followed his passion and started Cartier Financial in 1981.
For Tim, the best part of his job is meeting with clients and developing relationships based on dedication and honesty. To him, his clients are like family members, and he wants to see them progress and do well, so when it comes to retirement, everything they have worked for is there—just like they planned.
Holding his Series 6 and 63 securities registrations, as well as his insurance license, allows Tim to look at every angle when it comes to piecing together the right retirement strategy for each individual. He takes a direct approach and finds satisfaction when the client is happy and they’ve attained the set goals. Giving clients the ability to pass their legacy on to their children also makes Tim proud to do what he does.
Outside of the office, you can find Tim spending time with his family. He is especially close to his two daughters and his grandchildren are the apples of his eye. He enjoys fly fishing, woodworking and is an avid cyclist. He also works closely with his church to build homes in Mexico and sponsor a children’s orphanage.
For Tim, the best part of his job is meeting with clients and developing relationships based on dedication and honesty. To him, his clients are like family members, and he wants to see them progress and do well, so when it comes to retirement, everything they have worked for is there—just like they planned.
Holding his Series 6 and 63 securities registrations, as well as his insurance license, allows Tim to look at every angle when it comes to piecing together the right retirement strategy for each individual. He takes a direct approach and finds satisfaction when the client is happy and they’ve attained the set goals. Giving clients the ability to pass their legacy on to their children also makes Tim proud to do what he does.
Outside of the office, you can find Tim spending time with his family. He is especially close to his two daughters and his grandchildren are the apples of his eye. He enjoys fly fishing, woodworking and is an avid cyclist. He also works closely with his church to build homes in Mexico and sponsor a children’s orphanage.
