About

I believe in empowering my clients with financial knowledge and confidence to help them pursue their life goals. Using customized, goal-oriented investment strategies, I will work with you to create a strategy that works for you.

Learn About Me

Timothy Wardell, MBA

Financial Advisor
Vice President - Investment Officer

Since 2018, Tim has helped his clients meet their financial goals by building investment plans that provide guidance through life events such as retirement, college planning, and wealth inheritance.

Tim graduated from California State University, Fresno with a bachelor’s degree in Natural Sciences, Biology and master’s degree in Business Administration. Before entering the financial services industry, Tim worked as a District Sales Manager for a local dairy company. Now a Financial Advisor with the Visalia office of Wells Fargo Advisors, Tim’s mission is to help individuals, businesses, and non-profit organizations plan for a strong financial future with a focus on their unique situation.

Away from the office, Tim enjoys exercising, traveling, backpacking, and trying new food. Tim and his wife, Kathleen live in Visalia with their two children, Bodhi and Johanna.

CA Insurance License Number: 0M51261. Resident State CA.

Certificates

MBA