Tim Sobolewski CFP®

Tim Sobolewski, CFP® is a Certified Financial Planner™ professional. His firm, the Financial Planning Center, is a Registered Investment Adviser and provides financial planning at an hourly rate, as well as fee-only investment management. Previously Tim was a Vice-President and Financial Advisor at HSBC, Bank of America and Fleet Bank. During his career, he has been registered and licensed as a Branch Manager, General Securities Supervisor and Options Supervisor with the NYSE, NASD, and FINRA, and has passed the series 7, 9, 10, 23 and 66 qualifying exams. He has served on the board of the Financial Planning Association of Western New York, is a member of the Financial Planning Counselors of Western New York, and has taught and written on estate planning for the CFP Board-Registered Education Program. He writes a regular monthly column for the Financial Planning Association public website.
The Financial Planning Center Offers:
- No account minimums
- No household income minimums
- Fee-only investment management - No investment commissions
- Family financial planning
- College financial planning
- Investment education
- Insurance analysis
- Portfolio analysis
- Elder and long term care planning
- Retirement planning
- Divorce financial planning


