Tim Ferko

Financial Advisor

Tim Ferko is a Financial Advisor with Wescott and is responsible for the preparation and the ongoing management of clients’ financial plans, annual financial updates and investment portfolio reviews, recommendations and implementation.  Committed to designing optimal paths for his clients to live their ideal lives, Tim’s expertise focuses on multi-faceted, comprehensive financial planning, retirement planning and investment management.

He is a member of Wescott’s Portfolio Strategy Group, which oversees the firm’s dynamic investment strategies, ongoing due diligence of Wescott’s investment managers and asset allocation design.

Prior to joining Wescott, Tim was a Wealth Planning Associate at Asset Planning Services, Ltd. (APS).  He began his career in the financial services industry with The Vanguard Group in Malvern, PA.  During his tenure, he held various advisor and management positions within the Institutional and High-Net-Worth Department. In 2006, Tim founded an Allstate agency in Shillington, PA. to offer risk management and investment advisory financial services to clients.  He sold his firm in mid-2020.

A graduate of the University of Pittsburgh, Tim earned his Bachelor of Science degree. He received his Property and Casualty, Life, Health, and Annuity licenses from the Pennsylvania Insurance Department.  In addition to being a Certified Financial Planner™ (CFP®), Tim is a Chartered Financial Consultant (ChFC®), earning his certification from the American College.

Tim resides in Collegeville, Pennsylvania, with his wife and two children.

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

 

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