Tim Carpenter (CFP®)
Tim Carpenter focuses in the
following client markets or areas of practice:
- AUM
- Business Owners
- Entrepreneurs
- Fixed Fee (Subscription, Retainer, etc.)
- Generation X
- High Net Worth Client Needs
- AUM
- Business Owners
- Entrepreneurs
- Fixed Fee (Subscription, Retainer, etc.)
- Generation X
- High Net Worth Client Needs
Planning Specialties
Focus on planning and investment management for mid-career households that need a plan to execute for long-term success. I primarily work with business owners and tech professionals better understand their goals and likelihood that they could gain financial independence. Tech professional clients enjoy working with Rhodo Wealth because of the strategy we build that involves building wealth around their equity compensation packet. We work with both private and public companies.Additional Information
I am married with two kids and live in the western suburbs of Chicago. Outside of work I can be found at the gym, playing basketball or golf, and spending time with my family and friends.NAPFA Start Date
January 16, 2024
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