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Wealth Planner—Irving, TX

Timothy Akers, CFP®

After working in a corporate environment for about seven years, Tim knew that it was time to take the skills he had developed to a more personable atmosphere that provided in-depth financial planning. When he interviewed with Cadent, he felt that everyone he met was genuine, trustworthy, and had the same goals as him. He knew immediately it was the place for him and would enable him to do his best work for his clients.

One Piece of Advice

“A comprehensive financial plan is the best gift you can give to yourself and your family.”

Why I Became a Wealth Planner

Tim was raised by his grandmother who was retired by the time he was born. It wasn’t until he was older that he realized how remarkable such a task was and how important it was to have a solid financial plan. He made it a personal mission to help as many people as he could obtain their financial goals.

My Career & Credentials

Tim attended the University of Texas at Arlington and Columbia Southern University to earn his bachelor’s in general studies and master's in organizational leadership. Before entering the finance world, he worked as an EMT through college for four years as well as a police officer for a year. He eventually joined Fidelity Investments and held several roles throughout his time there while earning his MBA and CFP®. He now has his Series 7 and Series 63 licenses as well.

Life Away From the Office

Tim and his wife, Alyssa, dated for six years before they were married in 2018. They now have a young daughter, Carolina. When he isn’t spending quality time with family, he likes to fish, hike, camp, and watch Rangers, Cowboys, and Longhorns games.

Raymond James is not affiliated with any of the organizations mentioned.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.