Timothy Sommer, AIF®

Managing Advisor at The Capital Group
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Contact Information
us****@****om
(386) 825-5501
Location
Bethesda, Maryland, United States, US

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Credentials

  • Accredited Investment Fiduciary (AIF)
    American National Standards Institute
    Jul, 2022
    - Nov, 2024

Experience

  • The Capital Group
    • United States
    • Insurance
    • 1 - 100 Employee
    • Managing Advisor
      • Apr 2022 - Present

      The Cap Group is a full-service firm that provides financial planning and fiduciary-based asset management to individual clients, as well as employee benefits and retirement plan consulting for small and mid-size businesses. https://www.capgroupfinancial.com/services/investments The Cap Group is a full-service firm that provides financial planning and fiduciary-based asset management to individual clients, as well as employee benefits and retirement plan consulting for small and mid-size businesses. https://www.capgroupfinancial.com/services/investments

  • TIAA
    • United States
    • Financial Services
    • 700 & Above Employee
    • Wealth Management Advisor
      • Oct 2004 - Apr 2022

    • Manager - Retirement Services Training Center
      • Jan 2000 - Sep 2004

    • Financial Consultant
      • Nov 1994 - Dec 1999

    • Phone Center Consultant
      • Sep 1993 - Oct 1994

Education

  • Providence College
    Humanities, Business Studies
    1989 - 1993

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