Tim Stolz (CFP®, CPA)

Tim Stolz focuses in the
following client markets or areas of practice:
- AUM
- Business Owners
- Entrepreneurs
- Estate & Generational Planning Issues
- Fixed Fee (Subscription, Retainer, etc.)
- High Net Worth Client Needs
- AUM
- Business Owners
- Entrepreneurs
- Estate & Generational Planning Issues
- Fixed Fee (Subscription, Retainer, etc.)
- High Net Worth Client Needs
NAPFA Start Date
March 16, 2020