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portrait of Tim Werth
FINANCIAL ADVISOR

Tim Werth

AAMS™
25950 Acero Suite 320, Mission Viejo, CA 92691opens in a new window
Client by Referral
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About Tim

My purpose in life has been to take the time to make a difference in someone else's life. Beginning in my teenage years, my focus was on attending medical school to have a career as a doctor.

I earned a Bachelor’s degree in biochemistry from California Polytechnic State University in San Luis Obispo. I also attended Pepperdine University and graduated with a Master’s degree in business administration (MBA). In addition, I received the AAMS™ designation in 2005 from the College for Financial Planning®.

I decided after a year of graduate school at The Ohio State University NOT to pursue medicine, mainly due...

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Wealth Strategies
  • Insurance & Annuities
  • College Savings

Work History

  • Edward JonesOctober 1998 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Pepperdine UniversityMBA (Masters of Bus Admin)
  • Cal Poly-SLOBachelors

Personal Interests

  • Golfing
  • Hockey
  • Mountain Biking
  • Cycling
  • Football

Team Members

  • Char Jackson
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 03:00PM
Tue 08:00AM - 03:00PM
Wed 08:00AM - 03:00PM
Thu 08:00AM - 03:00PM
Fri 08:00AM - 01:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(949) 581-2754

Fax

(877) 222-6439

Office Address

25950 Acero Suite 320
Mission Viejo, CA 92691opens in a new window

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