Tim Christensen
PARTNER, WEALTH MANAGEMENT DEPARTMENT
PHONE: (801) 226-7722
EMAIL: TIMC@SQUIRE.COM
Areas of Focus:
- Financial Planning
- Tax and Estate Planning
- Investment Management
- Insurance Planning
- Charitable Giving Strategies
Profile:
- Past Member of Orem City Council
- Past Chair with the 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