Steven Timbal started his financial career with a large insurance company. In the 8 years with that company he learned the value of building relationships with prospects, clients, and strategic partners and also the importance of creating trust and transparency. Throughout his financial career, Steven learned that advisors need to stay true to their clients and be focused on assisting clients toward there financial goals instead of being focused on the company’s quarterly goals which lead him to be the co-founding partner of Advantis Advisors.
The main focus of Steven and Advantis Advisors is now the client. Steven's affiliation with United Planners Financial Services has enabled him to help clients with services ranging from custom portfolio management, retirement planning, 401(k) plans for small businesses, group healthcare, life and disability insurances, and all with a tailored consultative approach.
"Try not to become a person of success, but rather try to become a person of value." Albert Einstein
Professional licenses and designations:
- FINRA registrations: Series 6, 63, 65, 7
- California Life License #0E68342
- Licensed to offer Insurance products in CA and HI
- Licensed to offer Securities and Advisory services in CA, HI, WA and WI