Tim Christensen Tim Christensen

Area of Focus: Financial Planning, Tax and Estate Planning, Investment Management, Insurance Planning, and Charitable Giving Strategies

Profile:

  • Past Member of Orem City Council
  • Past Chair with Commission for Economic Development in Orem
  • Past Board Member – Provo/Orem Chamber of Commerce
  • Past member of the planned giving advisory councils for BYU, UVU, and the United Way

Education and Certifications:

  • Master of Accountancy-Tax Brigham Young University 1983
  • Personal Financial Specialist-AICPA 2000
  • Investment Advisor Representative-2000
  • Series 65 and 66-SEC 2000
  • Health and Life Insurance – State of UT 2009
  • Accredited Estate Planner – National Association of Estate Planners & Councils 2010

Affiliations:

  • Member Utah Valley Estate Planning Advisory Council
  • Member American Institute of Certified Public Accountants and Utah Association of Certified Public Accountants
  • Member Utah Association of Certified Public Accountants political action committee
  • Legacy Member of the BYU Cougar Club
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