Timothy Caban (CFP®, EA)
Timothy Caban focuses in the
following client markets or areas of practice:
- Business Owners
- Corporate Executives
- Investment Advice with Ongoing Management
- Middle Income Client Needs
- Retirement Planning & Distribution Rules
- Tax Planning
- Business Owners
- Corporate Executives
- Investment Advice with Ongoing Management
- Middle Income Client Needs
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
Timothy L. Caban, EA, CFP® is the Founder and President of Copper Beech Advisors, LLC.
Mr. Caban founded Copper Beech Advisors, LLC on a holistic, life-integrated approach to financial planning, designed to help "real people" in the Great Valley and surrounding communities take control of their financial lives.
As a member of the Alliance of Comprehensive Planners (ACP), Tim is proud to apply the time-tested approach developed through the collective wisdom of the 150 members of ACP: a core group of highly credentialed and experienced financial planners who support each other professionally. Among their numbers, ACP members count CPA, CFA, CFP, PhD and Attorneys, including practice experts across the spectrum of the financial planning process.
NAPFA Start Date
August 21, 2008
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