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Tim Lackey, ChFC®

Financial Planner


Tim got his start in the financial services industry in 2002.  As an investment adviser representative, he is dedicated to serving his clients with the fiduciary standard.  Tim is a pursuing the Chartered Financial Consultant (ChFC) designation and expects have that completed in 2020.

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.

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