Tim Higgins, CFP®, CPA/PFS, CGMA
Tax & Wealth Advisor
Senior Vice President
Clients will often hear Tim say that he takes a holistic approach to planning. He feels that understanding all aspects of a client's financial and personal world is the most important piece to effective planning. The integration of his core areas of expertise -- tax and investment planning -- allows Tim to tackle complex problems and create strategic long-term plans that maximize tax savings for his clients.
In 2009, Tim entered the NCH Tax & Wealth Advisors internship program, which provides in-depth, hands-on experience in operations, accounting, business and individual taxation and financial planning. He graduated from California State University, Fullerton, Cum Laude with Departmental Honors in 2010 with an emphasis in Accounting. He was one of 20% of first-time passers of the CPA exam in 2012 and attained his Series 7, Series 66 and insurance licenses in the same year. Later, he added the Personal Financial Specialist and Chartered Global Management Accountant registrations to his accomplishments. In 2014, he attained the Certified Financial Planner® designation. Such impressive achievements validate Tim's strong belief that it is essential to always be a student of your profession and to seek continuous improvement in your personal and professional life.
Tim has risen from Intern to Senior Vice President after successfully navigating difficult tax seasons, completing complex financial plans and managing through several firm acquisitions. While taking care of his tax and finance clients is his greatest joy he's also responsible for making sure the support staff and producing advisors of the NCH Financial Planning Division are successful and thriving.
Providing clear, well-rounded financial planning services can often require the use of outside professionals beyond tax and finance experts. Tim prides himself on the quality of professionals with whom he is aligned. This cadre of attorneys, Chartered Financial Analysts, insurance experts, and others ensure NCH's clients receive the highest level of service and due care.
Tim's beautiful wife Amanda, is also an accomplished marketing and sales professional. Their German Shepard, Paisley and Chip, their mischievous cat round out the family. Both Southern California natives, Tim and Amanda enjoy going to concerts, the dog beach, hiking, traveling, spending time with family and friends and going on adventures.