Timothy M Schannep
CBIZ Financial Solutions
Timothy M. Schannep, CFP is the Principal of Retirement Wealth Advisors in Tucson, AZ and offers a wide variety of financial consulting services to his clients. He works with for-profit and not-for-profit organizations in implementing and monitoring their qualified and non-qualified retirement plans. Tim also works with individuals with their financial planning. Tim and his team work with local Arizona businesses in the Small to Mid-sized plan market ($500K - $50M) to offer a mix of institutional and individual retirement plan services. The team, a bilingual mix of financial professionals with a long history of retirement experience, works with a broad spectrum to employees to offer financial literacy. Mr. Schannep received his bachelor’s degree from the University of Arizona and his master’s degree from Western Washington University. He lives in Tucson with his family.
Client Plans: 55
Retirement Plan Assets: $149 Million