Tim Hague is a CERTIFIED FINANCIAL PLANNER™ Practitioner. The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning.
Prior to becoming a Managing Partner at The Spivak Financial Group, Tim held a tactical level position in the Global Credit Market Operations division of JP Morgan-Chase and was the Vice President of Business Development at Roster Financial, LLC. He has more than 17 years of experience in the financial services industry and earned a Bachelor of Science Degree with a concentration in Finance from Goldey-Beacom College, an accredited School of Finance and Business in Wilmington, DE. Tim holds the Series 6, 7, 63 and 65 licenses as well as Life and Health Insurance licenses in many states across the US. He is a perennial Top of the Table qualifying member of the prestigious Million Dollar Round Table organization. This qualification is reserved for the top 1% of all financial advisors World-Wide. Tim is an accomplished public speaker and has been published in many leading industry periodicals such as Forbes, Senior Market Advisor and Life Insurance Selling Magazine. Tim enjoys spending time with his wife Amanda and two children, Parker and Lauren.