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.