Timothy E. Sallade,  CFP<sup>&reg;</sup> - Financial Advisor

Timothy E. Sallade, CFP®

CFA

Chief Investment Officer

Lake Tahoe Wealth Management

101 Parkshore Dr
Folsom, CA 95630-4726
FINANCIAL ADVISOR'S WEBSITE
(855) 515-5896

General

Timothy Sallade is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Lake Tahoe Wealth Management in Folsom, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Analyst (CFA)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Getting Divorced, Mutual Funds, Real Estate, Insurance, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Starting a Family, Succession Planning, Medical & Health Issues, Sudden Wealth, Men's Finances, Special Needs, Personal Taxes, Women's Finances

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