With the experience to help manage your complex financial needs and a commitment to engage each generation of your family — we offer thoughtful advice dedicated to pursuing your independence and building upon your legacy.
Timothy F Mogan, CFP, CEPA
Senior Vice President - Investment Officer
CERTIFIED FINANCIAL PLANNER®
Financial Advisor
This is Tim's Individual Advisor website for more information about the Hingham Street Partners Team see link to team website: https://fa.wellsfargoadvisors.com/hingham-street-partners/index.html
Tim and his team work together to assess each client's situation – no matter how simple or complex – to guide them towards achieving life’s important milestones with intentional, comprehensive wealth strategies.
Tim earned his B.A from Union College, where he was a student athlete. Always dedicated to providing each client well-rounded advice, he holds his CERTIFIED FINANCIAL PLANNER (CFP®) designation, Certified Exit Planning Advisor (CEPA®) designation, as well as FINRA Series 7, 66, 63 and 6 registrations in addition to his insurance and NMLS licenses.
Tim lives in Foxboro, Massachusetts with his wife Emily, daughter Ava and their Yorkies, Cabo and Cali. His favorite ways to relax are hiking or kicking back on the beach with his family.
2025 Barron's Top 250 Private Wealth Management Teams: Awarded May 2025; Data Compiled by Barron's based on the time period from Jan. 2024 - Dec. 2024 (Source: Barrons.com). View full disclosure
Certificates
CFP, CEPA
Licenses
- NMLS ID 1984540
Awards
- Forbes Best-In-State Wealth Management Team for 2025
- Forbes Best-In-State Wealth Management Team for 2026
Education
- Union College
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