Timothy T. Traub is president and owner of Tim Traub, LLC (formerly Traub Financial Services). He has more than 33 years of experience in the financial services industry, beginning with The First National Bank of Cape Cod, where he served as chief financial officer, 1972-1986; as a partner of Financial Planners Associates, 1986-1994; and as president of Tim Traub, LLC since 1994. Tim's education includes a BS in Business Administration from Norwich University (1968), an MBA from Clark University (1972), the designation Certified Financial PlannerTM from the College of Financial Planning (1994), and the designation of Certified in Long-Term Care (2001). He is a Certified Financial Planner (CFP®), a CLTC, a member of the Financial Planners Association, and a brother at the Universal Lodge in Orleans.
Since moving back to the Cape more than 33 years ago, Tim and his wife Hat have raised two children in Orleans. His main outside interests are golf and tennis. (And he's always looking for a good game.) Clients of Tim Traub, LLC include individuals, families, and small business owners. More recently, Tim has focused his efforts on retirement planning. This involves helping clients prepare for retirement; for those already retired, helping them meet the day-to-day financial challenges of retirement; and for those wishing to leave a legacy, helping them create an estate plan that meets their goals. Tim accomplishes this by utilizing planning techniques that involve asset management, cash flow management, estate and tax planning. Tim primarily provides his services for a fee, but a portion of his compensation can be in the form of commission, if that is what he and the client decide is most appropriate for their relationship. Tim is available as a speaker and frequently conducts workshops on a variety of financial topics for small groups of investors.
CFP®, CERTIFIED FINANCIAL PLANNER™, and are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.
|
