Timothy J. LaPean, CFP®, APDA® Thoughtful Financial Planning

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About Timothy J. LaPean, CFP®, APDA®

Hello, I’m Timothy. I specialize in helping women, members of the LGBT community, and the people who love them with the practical side of living a more fulfilling life.

I stumbled into the financial services industry more than 15 years ago and I fell in love with transforming lives instead of equations. I’ve been a CERTIFIED FINANCIAL PLANNER™ Professional since 2006, a member of the Financial Planning Association (FPA) since 2008, an Accredited Domestic Partnership Advisor (ADPA®) since 2011, a National Association of Personal Financial Advisors (NAPFA)-Registered Financial Advisor since 2014, and I’ve been working toward being as amazing as possible since I was six.

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Ideal Clients

  • Generation X
  • Members of the LGBT Community
  • Unmarried People
  • Women

Ways Advisor Charges

  • Monthly Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly:  $115+/mo + $715+ upfront
  • Hourly: $215+/hr
  • AUM: 1.0%

SEC Records

States Registered

  • Minnesota

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