Timothy Naffky has been a Financial Consultant in our Buffalo office since 2008. He currently holds his Series 7 and Series 66 licenses and is registered in eight states. Tim has been awarded the designation of Retirement Planning Specialist from the University of Pennsylvania, Wharton School of Business, and is actively working toward his designation as a CERTIFIED FINANCIAL PLANNER™ (CFP®). In addition, Tim is a member of the Business Solutions Team within Equitable Advisors, specializing in the financial planning needs of executives and employees within the 401(k) and Qualified Plan markets.
Tim graduated from Cortland College in Cortland, NY with a Bachelor of Science in Education, and earned his master’s degree in multidisciplinary studies from Buffalo State College. He currently resides in his hometown of Orchard Park, NY. Tim is currently on the board of directors for the regional service group’s charitable committee.
The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional’s (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors’ affiliate, Equitable Life Insurance Company (NY, NY), coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact Equitable email@example.com. Complaints about an Equitable Advisors FP should be directed to firstname.lastname@example.org.
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