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

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About Timothy J. LaPean, CFP®, APDA®

I specialize in helping women, members of the LGBTQIA+ community, and the people who love them manage the financial side of living a more fulfilling life.

I stumbled into the financial services industry more than 20 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, and a National Association of Personal Financial Advisors (NAPFA)-Registered Financial Advisor since 2014.

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Ideal Clients

  • Gen X
  • LGBTQ Women
  • LGBTQIA
  • Single Women

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee
  • Hourly

Fee Options

  • Monthly:  $200+/mo + $715+ upfront
  • Flat Fee: $800+/engagement
  • Hourly: $400+/hr

SEC Records

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