As the owner and founder of Allied Wealth Management LLC, Tim Brereton has been helping his clients plan for a secure financial future for the last 30 years. After graduating from the United States Military Academy at West Point and serving as a Field Artillery officer in the U.S. Army, Tim decided to utilize his BS in Economics and his passion for helping people to become a Financial Advisor.
Tim always works in his client’s best interest. To that end, he is constantly updating his skills and educational qualifications. Tim is a CERTIFIED FINANCIAL PLANNER ™ practitioner. He has earned the AIF® (Accredited Investment Fiduciary) designation which helps designees learn the framework of the fiduciary process and implement it in their practices. Incorporating this framework helps clients have a methodical and disciplined approach to investing. He has also achieved the LUTCF (Life Underwriter Training Council Fellow) designation which gives designees a thorough background in the use of life insurance and how it relates to the overall financial planning process.
When he’s not helping clients prepare for their financial future, Tim spends his time with his wife, Anne, their two grown children and their adorable granddaughter. Together they enjoy all the beauty of the Monterey Peninsula whether taking a stroll on Carmel Beach or walking through the meadow near their home in Carmel Valley.