Timothy Wiand, CFP®, EA
Senior Financial Planner
Philadelphia-Exton, Pennsylvania
Philadelphia-Exton, Pennsylvania Office
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Timothy brought over 12 years of experience in financial services, assisting in high-net-worth clients with retirement planning, tax strategies and estate planning when joining EP Wealth in 2024.
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He enjoys building and maintaining strong client relationships, assisting individuals and families in reaching for their financial goals, and offering strategic planning opportunities.
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He is a graduate of Westminster College (PA), where he earned a B.S. in Accounting. He currently holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) and Enrolled Agent (EA) designations.
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When Timothy isn’t building financial plans for clients, he enjoys spending time with family and friends, watching baseball and playing with his two dogs, Titan and Ranger.
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