Print

Tim Sobolewski CFP®

Tim Pic Tim Sobolewski, CFP® is a Certified Financial Planner™ professional.  His firm, the Financial Planning Center, is a Registered Investment Adviser and provides fee-only financial planning and 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 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 is 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.