TS

Tim Steffens

Regional Director | Independent Advisor Group

Tim Steffens, CFP®, currently pursues a Bachelor's degree in Business Administration with a focus on Finance and Economics at Liberty University and a Certificate of Financial Planning at Wake Forest University. In their past roles, Tim worked as a Sales Associate at Aflac in 2015-2016, held various positions at Dimensional Fund Advisors in 2023, and served as a Client Services Specialist at Vanguard from 2017 to 2018, specializing in services for high net worth clients.

Location

Los Angeles, United States

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