What does financial well-being look like? At Wealth Teams Alliance, our affiliates know everyone’s view of financial well-being is truly unique, and that our aim is to develop strategies that meet our client’s set of specific needs, objectives, viewpoint, and long-term goals.

Tim Latimer has been involved in the California business community for the past thirty years, owning a company with offices in San Francisco, Fresno, and Long Beach, which has helped the electronics, pharmaceutical, and food manufacturing industries develop quality control and packaging solutions. This experience has given him a great understanding of the importance of managing personal portfolios, both for employees and owners.

Tim joined Wealth Teams Alliance in 2016 with the goal of providing the best solutions for his clients and their families based on the strong foundation and approach offered by Wealth Teams Alliance for investing in the market today.

Education & Certifications

  • Bachelor of Science in Marketing, Gannon University, Erie, PA
  • Investment Advisory Representative (IAR), Wealth Teams Alliance
  • Series 6, 63, and 65 securities licenses
  • CA Life, Health, and Long-Term Care insurance license #0I47166

Tim has been married to Julie for 34 years and has three children – Sean, Kelly, and Nikki. Tim also serves on the board of Avid Dollars for Scholars, helping students develop the skills to continue their secondary and higher education.

Tim Latimer
Investment Advisory Representative (IAR) – Wealth Teams Alliance
Cell. 714.875.6300
Fax. 949.900.0247


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