My Background

Timothy Sweeney is a Register Securities Principal, a Registered Investment Advisor Representative, a Certified Estate Advisor and a Licensed Insurance Agent. A Santa Barbara, California native, Tim graduated from U C San Diego.  He started his investment planning career in 1984 as a retail bank supervisor and underwriter for consumer loans.

We operated a business and asset management firm for 12 years overseeing a number of investment portfolios, real estate and utility syndicates and developing start up business ventures.  In 1995, Tim joined an independent full service brokerage firm as partner offering a wide range of financial services, investment planning and securities execution services.

Today, as a representative of the J.P. Turner companies, Tim provides independent and objective financial planning, investment alternatives and customer service by incorporating asset allocation, diversification, product selection, insurance planning, tax and estate management through an ongoing collaborative process with his clients.

Since 2004, he has continued to develop and practice additional wealth management strategies in association with The Estate Planning Team.  

Tim is a member of the Santa Barbara Chamber of Commerce, The Elks, and was an original principal of the Santa Barbara Small Business Development Center.