Tim Mezhlumov, CFP®, CLU®, EA
Professional Background
Tim has consulted with business owners, individuals and families, corporate executives, senior financial advisors and insurance agents, CPA and estate planning attorney firms since 1999. He has been instrumental in assisting many financial advisors and firms in developing highly successful organizations. His previous positions included Director and Vice President of three national broker/dealers and two of the largest national insurance companies.
After fifteen years of service in the corporate arena, Tim transitioned to a private practice. Tim utilizes the fiduciary approach by putting the clients’ interests first. Being an Independent Financial Advisor allows Tim to remain impartial with regard to the service providers and products he recommends.
Tim graduated with honors cum laude with a Bachelors degree in Business Administration from the University of Texas at Dallas (UTD). He holds the Certified Financial PlannerTM CFP® and Chartered Life Underwriter (CLU®) designations and is licensed by the United States Treasury as an IRS Enrolled Agent (EA) to represent taxpayers in all 50 states. Tim is a licensed Life Insurance Agent and Investment Advisory Representative (IAR) in the state of Texas; and he is a FINRA Registered Representative licensed with the Series 7 General Securities Representative and Series 63 Uniform Securities Agent State Law Exam.