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<p>Tim Buggy, CFP<sup>&#174;</sup><br/>Retirement Planning Specialist</p>

Tim Buggy, CFP®
Retirement Planning Specialist

Tim Buggy has been assisting clients in meeting their financial goals since 1986.  To give actionable and trustworthy advice to his clients, Tim keeps up to date and current on industry news and market trends.

Education & Licenses:
Certified Financial Planner (CFP®)*  
Certificate in Retirement Planning (Wharton)**
Series 6 - Investment Company and Variable Contracts Product Rep.
Series 63 - Uniform Securities Agent State Law Exam
Series 26 - Investment Company and Variable Contracts Product Principle
Series 7 - Full Registration/General Securities Representative
Series 65 - Uniform Investment Advisor
Series 24 - General Securities Principle
Series 53 - Municipal Securities Principle
Indiana University of Pennsylvania, B.S.

Professional Organizations & Affiliations:
National Association of Insurance and Financial Advisors
Past-President, Indiana County Life Underwriters
Past-President, Indiana Kiwanis Club
Past-Board Member, Indiana County United Way
Past Board Member, Indiana County YMCA
Past Board Member, Indiana County Arts Council

Awards & Recognition:
Centurion Award
1999 President's Trophy
2000 Chairman's Trophy
District Leadership Awards (2)
Hall of Fame
National Leader Corp
2021 The Order of Excalibur

Past Branch Manager, Pittsburgh Branch Equitable Advisors

* CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc.  These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.  

* * Certificate awarded based o completion of a training program at the Wharton School, University of Pennsylvania.

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