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Tim Lackey, ChFC®

Financial Planner

Tim got his start in the financial services industry in 2002.  As a Financial Planner, he is dedicated to serving his clients with the fiduciary standard.  Tim  has over 20 years of experience in the industry and holds the the Chartered Financial Consultant (ChFC) designation.

Tim is also a successful local small business owner and is active in the Carlsbad community.


Tim is a 27 year resident of Carlsbad.  He loves all that the Southern California outdoors has to offer including hiking, fishing, golf and rock climbing.  With a background in the health and fitness industry, he prioritizes staying in shape and enjoys making time to hit the gym.

Some of Tim's Favorites:

  • Lifelong fitness enthusiast  

  • Travel

  • Outdoors anything (Rock climbing, hiking, kayaking)

  • Spend time with family in Seattle

  • Read a few books of various genre's a month

Outside the Office

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