Tim Thielen Cpa, Cfp®, Cmt

Tim Thielen, CPA, CFP®, CMT has a diverse work experience in the finance industry. Tim currently serves as the Director of Wealth Management at KSDT CPA, a position they have held since July 2018. Prior to this, they worked as a Controller at JASCKO Corp. from March 2017 until July 2018.

In 2011, Thielen founded T2 Technalytics dba Peak Analytics, where they served as the Chief Investment Strategist. Tim provided technical and strategic guidance to institutional clients, producing regular reports on various asset classes and geographic regions. Tim was recognized for their expertise and was awarded the Gold Market Timer of the Year by TimerDigest. Thielen held this role until July 2018.

Before founding their own company, Thielen gained experience as an Investment Specialist at MetLife from August 2002 to May 2011. Prior to this, they worked as a Financial Advisor at Allmerica Financial Corporation from January 2000 to August 2002.

Thielen's early career saw him as an Investment Executive at UBS from March 1998 to December 1999. Throughout their career, Thielen has consistently demonstrated expertise and a strong understanding of the finance industry.

Tim Thielen, CPA, CFP®, CMT has a Bachelor of Arts degree in Business Administration and Management, General from Eckerd College, obtained from 1988 to 1992. Tim also holds a Master's degree in Securities Analysis & Portfolio Management from Creighton University's Heider College of Business, completed from 2010 to 2012. Moreover, Tim has a Master's degree in Accounting from Florida International University - College of Business, which they pursued from 2017 to 2018. Tim Thielen has pursued additional certifications, including a Certified Financial Planner (CFP) from the CFP Board, obtained in August 2021. Tim also holds a Certified Public Accountant designation from the Florida Board of Accountancy, earned in December 2019. Additionally, Tim has obtained a Chartered Market Technician - Level III (CMT) certification from CMT Association, Inc. in January 2010. Furthermore, they have acquired the Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities certification from the State of Florida in March 1998. Lastly, Tim Thielen holds the Securities Investment Advisor Representative qualification from FINRA, obtained in March 1998 as well.