Broadview Heights , OH
Tim Cowdrick is a financial consultant, exercising his expertise with individual investment management and retirement planning. Tim started his career in 2011 ago with Equitable, specializing with tax-deferred retirement plans and public employee pension benefits. Through his team-oriented perspective he has accumulated a vast understanding of holistic planning techniques and strategies when consulting with clients.
As Director of K-12 & Municipality Retirement Plans, Tim has cultivated relation-ships with numerous local school districts and municipalities to help educate individuals on their retirement plan options. Tim enjoys meeting clients face-to-face to uncover all aspects of their current financial situation. Through building strong personal and professional relationships, he uncovers what is really important to the client and their family. Through these thorough fact finds and the knowledge of our entire team at Lakeside, he is able to provide multiple options and strategies that can be tailored for each individual to provide the most valuable financial plan. Serving the Lakeside team, Tim enjoys all networking and relationship building activities. Whether though educational events or presentations, to client appreciation activities, Tim is always trying to promote the Lakeside team and put the right people together for joint success.
Tim is a supporter and participant in the Cleveland Clinic VeloSano fundraiser as a donor and rider. He also participates in the Equitable Gold Mentorship Program to help mentor new advisors. Tim is an avid sports enthusiast supporting sports programs throughout the Northeast Ohio community. During his free time, Tim enjoys golfing, rooting on Cleveland sports teams, and he’s a fan of taco Tuesday. He resides in Willoughby with his wife Amber and their golden retriever, Griff.
California Insurance License #0L14491