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

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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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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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

5 Great Valley Pkwy Ste 210 Malvern, PA 19355-1426 Phone: (610) 647-4014 Fax: (484) 872-1457