As President and Founder of Landry Financial, Inc., Timothy J. Landry, AIF® has over 26 years of experience as a wealth manager and has earned the Accredited Investment Fiduciary® designation. Tim’s other credentials include: Securities Registration Series 7 and 66 through LPL Financial, along with active membership in the Financial Planning Association, FPA.
In Tim’s practice, emphasis is placed on assisting his clients work toward their life goals. This is accomplished by providing the education and information needed to seek intelligent decisions regarding wealth creation, preservation, and the transfer of assets across generations. He works closely with each individual to design, implement and manage a financial plan constructed to help pursue their specific objectives.
Tim’s dedication to his clients is mirrored in his philanthropic and community involvement. He served as the Surfrider Foundation chapter Treasurer and was an active board member. He has volunteered time with the American Cancer Society and has worked on the committees for the annual Daffodil Days and the Relay for Life fundraising events. Originally from Massachusetts, Tim earned his Bachelor of Science degree at California Polytechnic (Cal Poly) State University, San Luis Obispo.