Broker Check
Tim Buggy, CFP®

Tim Buggy, CFP®

Retirement Planning Specialist

Tim Buggy loves his job.  Tim has been providing personal financial services to his clients for over 35 years and wouldn’t dream of doing anything else.  He believes in an approach that focuses on client’s long-term financial goals and objectives.  But it’s not all about the numbers, Tim also uses a holistic approach to planning, considering what his clients’ value and what they want to achieve financially.

As a Retirement Planning Specialist, Tim understands that planning for retirement can often be confusing and time consuming.  He offers educational webinars on a variety of topics that focus on income planning and asset preservation.  Tim sets aside the time to answer questions about retirement goals and discuss what options are available.  He naturally enjoys getting to know and helping his clients out.

But he does not go it alone.  Tim is grateful to be supported by a team of professionals that help him maintain long-term relationships with his clients and provide responsive customer service.  Tim prides himself on building a business based on trust and open communication.

Tim received a Bachelor of Science degree from Indiana University of Pennsylvania.  He completed additional coursework at Duquesne University and currently holds a CERTIFIED FINANCAL PLANNER™ professional certification. He also received a Certificate in Retirement Planning from The Wharton School of the University of Pennsylvania – a curriculum developed to provide Equitable Advisors financial professionals with a higher level of preparation and knowledge. 

Tim has been happily married to his wife, Cherri, for over 30 years and has three children, Kara, Sara, and Timmy.  Outside the office, Tim enjoys fitness, boating, skiing, golf, and cheering on the Steelers.

Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor.  Annuity and insurance products offered through Equitable Network, LLC. Retirement Planning Specialist title awarded by Equitable Advisors, based upon receipt of a Certificate in Retirement Planning from the Wharton School of the University of Pennsylvania.

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.