Timothy J. Canty, Cpfa
About Timothy J. Canty, Cpfa
Timothy J. Canty, CPFA, serves as the Vice President of Investments at Wedbush Securities, where he has worked since 2018. He specializes in creating investment portfolios, managing stock option strategies, and developing estate investment plans.
Work at Wedbush Securities
Timothy J. Canty serves as Vice President of Investments at Wedbush Securities, a position he has held since 2018. In this role, he operates in the Greater San Diego Area, focusing on creating investment portfolios that utilize advanced performance and risk analytics. His expertise allows him to develop strategies that aim for a high probability of success in investment outcomes.
Previous Experience at Wells Fargo Advisors
Before joining Wedbush Securities, Timothy J. Canty worked as a Financial Advisor at Wells Fargo Advisors from 2010 to 2018. During his eight years there, he gained significant experience in financial advising, which contributed to his current expertise in investment management and client relations.
Education and Expertise
Timothy J. Canty studied Agricultural/Managerial Economics at the University of California, Davis, from 1980 to 1985. This educational background provides him with a strong foundation in economic principles, which he applies in his investment strategies and financial planning.
Investment Strategies and Specializations
Timothy J. Canty specializes in retirement plans and planning, offering strategies that serve as effective recruiting tools for firms. He also manages complex stock option strategies for clients involved with publicly traded companies. Additionally, he develops and updates estate investment plans to safeguard family wealth.
Licenses and Certifications
Timothy J. Canty holds a California Insurance Producer License, number 0I68867. This certification allows him to provide comprehensive financial services and advice, further enhancing his capabilities in investment management and financial planning.