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Tim Helsel

QPFC

Retirement Plan Consultant

Tim Helsel

Services and personalized investment advice are only provided pursuant to an advisory agreement with the client. We do not provide individualized stock recommendations over social media. Be aware that specific investment opportunities shared through WhatsApp are fraudulent.

Tim Helsel

Professional Certifications

  • QPFC – Qualified Plan Financial Consultant 

About Tim

Tim helps provide turnkey retirement plan solutions, operational support, and data-driven investing tools to independent wealth management advisors serving the rapidly growing retirement plan market. He enjoys servicing these plans, allowing partner advisors to focus on building their business and taking care of their existing clients. As a seasoned qualified retirement plan professional, Tim possesses an in-depth knowledge of the regulations (ERISA, IRS, and DOL) applicable to retirement plan design, compliance, and ERISA subject matter.

When not enjoying life with his wife, Renee, you can frequently find Tim sitting in a tree or on a lake, enjoying the beauty of creation.

Professional Certifications

-New Mexico State University - BA in finance and economics

-Joined Focus Partners Wealth in 2024

-Entered the retirement plan industry in 1986

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