Luke Timm
Co-Founder | Certified Financial Planner™
I started Timm Financial because I believe financial planning should be both comprehensive and practical.
Working alongside my father Fred, a CPA, allows us to combine tax strategy and financial planning in a way that helps clients make smarter long-term decisions. My focus is helping clients simplify complex financial questions—how to reduce taxes, structure investments, and turn decades of savings into a reliable retirement plan.
Financial planning is not about overwhelming people with information. It’s about helping them make confident decisions with clarity and purpose .
600+ Hours
a year listening to finance and productivity podcasts
retirement strategy conversations gladly accepted
1 ideal
number of pages in a client plan summary
7 days
a week playing or training for beach volleyball
Career highlights
I graduated from Princeton University in 2021 and began my career working in finance in NYC before transitioning fully into financial planning.
Over time, I realized that what interested me most wasn’t spreadsheets or markets—it was helping people make better decisions about their money and their future.
That path ultimately led me to become a Certified Financial Planner™ professional, where I now work with individuals and families to build thoughtful, long-term strategies for retirement.
Alongside my work in financial planning, I’ve also built communities and brands in very different spaces—through social media, public speaking, and youth mentoring.
At the end of the day, financial planning isn’t just about numbers—it’s about helping people feel more secure about the life they’re building.
Fitness & Discipline
I work out every day and enjoy running, lifting, and playing beach volleyball. The discipline and consistency I bring to fitness carry directly into how I approach my work.
Community Builder
Whether it’s building a financial planning firm, or doing youth mentorinig, I enjoy bringing people together and helping other people achieve success!
Creator
I enjoy building brands and telling stories online, particularly through video content.
Family
Working alongside my father at Timm Financial makes the work even more meaningful. Our goal is simple: help families make smarter financial decisions and feel confident about the future.
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