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Tim Milaney


Tim Milaney

Tim Milaney, CLU®, CPU®, CIC®, CPU®

Wealth Advisor


As a 30 year veteran in the financial field, Tim is dedicated to offering the best financial options for his clients. Tim started his career in the insurance business and believes strongly that, along with investing wisely, it is also important to protect oneself from those events that can derail a good investment plan, death, disability and long term care. Providing a safety net has proven vital to a number of his clients over his long career and has allowed his clients and their families to achieve their financial goals, even in the face of tragic occurrences.


Tim graduated from California State University at Los Angeles before doing his duty in the United States Army. Since then, Tim has been on several insurance company producer boards and is currently on the Board of Directors of the Boys and Girls Club of Conejo Valley. He currently holds Series 7, 6, 22, 63 and 31 registrations through Triad Advisors as well as the Chartered Life Underwriters designation.

He and his wife Judith have four children and three grandchildren. Away from work, Tim is an avid golfer and considers physical fitness as a way of life.

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