Timothy Kenney (CFP®)

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

Business Owners

Corporate Executives

Entrepreneurs

Generation X

Investment Advice with Ongoing Management

Retirement Plan Investment Advice

Planning Specialties

Our firm, Seawise Financial, was created as a destination to help busy professionals achieve peace of mind in their financial lives so they can spend thier free time pursuing what they love to do. Together we assist our clients in keeping more of what they make, partner in growing their wealth, and help them sleep at night knowing they have a path for the future they want to live.

Additional Information

2021 marks my 22nd year of experience providing financial planning and portfolio design for families and business owners. I started in the industry as a bond trader and became the Senior Fixed Income Trader for LPL Financial in La Jolla, CA helping financial advisors and their clients construct and review their fixed income portfolios. While that was an invaluable experience, I knew I wanted to do something to help families in reaching their financial goals.

I transitioned to working for teams at Wells Fargo Advisors and UBS as both a portfolio manager and financial planner which helped me gain a better understanding of the challenges familes face in gaining control over their financial future and ways to help them. I also spent time at USAA Financial Advisors where I was a Wealth Manager for current and former military service members.