Timothy W. Harvey, CFA®, CFP®
Tim first entered the wealth management industry in 2000, and he now provides a wide range of professional experience to the firm’s holistic wealth management approach for our clients and team. He has been with Bordeaux Wealth Advisors since its founding.
Before the launch of BWA, Tim spent a decade conducting equity research and as Chief Investment Strategist for a fee-only wealth management firm on the East Coast. He also served high-net-worth clients in a financial planning capacity for a number of years. In these roles, he developed extensive expertise in asset allocation, macroeconomic analysis, risk management, assessment of household cash flows and qualified plan design.
Tim graduated from Haverford College in Haverford, Pennsylvania with a B.A. in Economics. He has been a member of the CFA Institute since 2004, and is currently certified by the CFP Board and a member of the CFA Society of San Francisco.
Tim is passionate about golf and loves the outdoors, regularly spotting wildlife during bike rides before work. He has held leadership roles at local chapters of numerous charitable organizations, and moved to the Bay Area in 2014.