Timothy R. Knapp,  CFP<sup>&reg;</sup> - Financial Advisor

Timothy R. Knapp, CFP®

President

Asset Management Strategies, Inc.

22722 29th Dr SE, Ste 100
Bothell, WA 98021
(425) 646-7204

General

Timothy Knapp is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Asset Management Strategies, Inc. in Bothell, WA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

6, 22, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

United Planners Financial Services of America

Financial Advisor's Specialties

401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Limited Partnerships, Real Estate, Insurance, Retirement, Stocks & Bonds, Long-term Care, Tangible Assets, Succession Planning, Sudden Wealth, Special Needs

More

Helpful Financial Planning Resources