Tim Wojtalik

Timothy Wojtalik

CFP®

Advisor

Tim Wojtalik is a Senior Advisor and Managing Partner at BSW Wealth Partners. Tim focuses his practice on people, emboldening their relationships around money. He thrives on the uniqueness of each individual and works hard to create a clear path for them to identify and achieve their personal and financial goals. It’s within this framework that he finds satisfaction by being both a partner and resource through the journey.

Tim earned his undergraduate degree from the University of Michigan, Ann Arbor, where he studied Organizational Psychology and English – a combination that reveals why people do what they do and how they tend to express themselves personally and in the workplace. He has an MBA from the University of Denver, is a CERTIFIED FINANCIAL PLANNER™ professional, and expanding his credentials to include Financial Therapy. He has served locally on the I Have a Dream Board of Directors and has a passion for community health.

Tim lives in Louisville with his wife Laura, children Zack, 17, and Audrey, 15, and their two English Labs, Routt and Zeus. He regularly competes in endurance events that include Ironman triathlons and tries to keep up with his competitive Big Mountain skiing and snowboarding children.

 

Education, Accreditation, Leadership and Service:

  • BA, University of Michigan, Ann Arbor
  • MBA, University of Denver
  • CERTIFIED FINANCIAL PLANNER™ certification
  • Board Member – I Have a Dream Foundation of Boulder County