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Tim Barth

Vice President Of Financial Coaching at My Secure Advantage

Tim Barth has a diverse work experience in the financial coaching industry. Tim worked as a Vice President of Financial Coaching at My Secure Advantage, where they provided telephonic financial coaching support to households through their employee benefits program. Prior to that, they held the role of Director of Financial Coaching at CLC Incorporated, where they also provided financial coaching support to households. Tim also worked as a Financial Coach at CLC Incorporated for a brief period. Before their coaching roles, Tim worked at Thrivent Financial as a Partner and Recruiter, responsible for sourcing professionals to join their team of Financial Advisors.

Tim Barth completed their Bachelor of Arts (BA) in History from the University of Minnesota-Morris, graduating in 1989. Tim then pursued an MBA in Accounting from the University of St. Thomas - Opus College of Business, graduating in 2001. In addition to their formal education, Tim holds several certifications including Chartered Advisor for Senior Living, Chartered Financial Consultant, Chartered Life Underwriter, FINRA Series 66, and FINRA Series 7. The institutions from which they obtained these certifications include The American College and Financial Industry Regulatory Authority (FINRA), although specific details about the dates of completion are not provided. Tim also holds a California Life Health Annuity certification, but information regarding the institution and completion dates is unavailable.

Location

Sacramento, United States

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My Secure Advantage

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My Secure Advantage (MSA) is a national leader in financial well-being programs. MSA provides unbiased, personal finance coaching to thousands of employees each month through over 15,000 employer groups, companies and partners. MSA’s expertise meets its members’ unique needs and challenges by delivering multi-dimensional, scalable solutions. With over 1.3 coaching sessions completed, MSA equips and empowers its members to make sustainable behavior changes so they may achieve long-term financial well-being to improve their quality of life. _ _ _ Impressum This website is operated by My Secure Advantage, Inc. If you have any questions or would like to share your MSA experience with us, contact us via our contact form. Address: My Secure Advantage, Inc. 3001 Lava Ridge Court, Suite 250 Roseville, CA 95661 USA Phone: + 1 888 7242326 Email: info@mysecureadvantage.com Hours of Operation: Monday - Friday 8am - 5pm PST Registration number with the California Secretary of State: 1575877 US Federal Employer Identification Number: 68-0115281 Represented by: Gretchen Yip


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51-200

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