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Timothy Wesling (AIF®, CDFA, CFP®, CMFC)

Timothy Wesling focuses in the
following client markets or areas of practice:

  • Divorce Planning
  • Estate & Generational Planning Issues
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules

Planning Specialties

  • Goal development
  • Spending plans
  • Retirement savings
  • Distributions from IRAs and qualified plans
  • Tax planning
  • Investment management

NAPFA Start Date

September 14, 2006

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

6621 Wakefield Dr Ste 113 Alexandria, VA 22307-6821 Phone: (703) 768-7679 Fax: (703) 535-8281
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