Tim Satre, APMA®, CDFA®, CFP®, CPFA®
Wealth Management Advisor
Business Experience
2018 to present, Wealth Management Advisor,
LPL Financial, Beaumont, TX
2012 to 2018, Financial Advisor,
Ameriprise Financial Services, Inc., Beaumont, TX
1996 to 2012, Financial Advisor/Branch Manager,
Raymond James, Beaumont, TX
1994 to 1996, Financial Advisor
Prime Bank, Orange, TX
1991 to 1994, Financial Advisor,
CUNA Brokerage, Dallas, TX
1988 to 1994, Life Insurance Specialist,
MET Life, Des Moines, IA
Education
Bachelor of Science, 1987, Finance/Management
Northwest Missouri State University, Maryville, MO
Designations
APMA®, CDFA®, CFP®
My approach
At Satre & Associates, we are passionate about helping you live the full and happy life you have earned. We look at four basic needs: Essential expenses, Lifestyle expenses, preparing for the unexpected expenses and leaving a legacy. Together, we’ll research each to create a personal financial plan to complement your goals. Then we’ll track your progress and make adjustments as life changes. I’m committed to your financial health.
Areas of focus
- Retirement income strategies
- Social Security retirement benefits
- Divorce financial planning
- Employee stock options
- Tax planning strategies
- Insurance
My clients
I’m Focused on meeting the financial needs of clients in my community. As a Financial advisor in your community, I’ll be an ally who strives to put your interest first. I’ll help you adjust to life’s changes and keep your long-term goals in view, because I know you’ve worked hard, you’ve saved, made sacrifices and invested well. That’s why I’m honored to help you and others in my area seek to work toward more confidence in their financial futures.