Timothy Kenney CFP® Seawise Financial, Inc.

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About Timothy Kenney CFP®

I help active people who want to build a secure future for themselves and their families. I started Seawise Financial to be a truly independent destination for people that want unbiased advice to help fulfill their financial goals and dreams.

I have been involved in financial services for 20 years. I started on the institutional side of the industry and was the Senior Fixed Income Trader at LPL Financial in La Jolla, CA. There I helped financial advisors and their clients construct and review their fixed income portfolios. I transitioned to helping clients with their financial goals and spent the next six years as a financial planner and portfolio manager for teams at Wells Fargo Advisors and UBS. I also spent 4 years as a Wealth Manager with USAA and advised over 150 households with ties to the military.

I have lived in San Diego virtually my whole life and earned a bachelor’s degree in business administration from the University of San Diego. I am an avid surfer and have traveled to areas such as Central America, the Caribbean, the South Pacific and Indonesia in search of waves. I also enjoy reading, music and watching local sports teams. My wife Jenna and I live in Cardiff-by-the-Sea with our two dogs.

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Recently Published

Do the Opposite

November 4, 2022

Seinfeld is one of the greatest TV shows of all time.  One of the greatest episodes of that series is “The Opposite”, where George Costanza, realizing that every instinct he...

The post Do the Opposite appeared first on Seawise Financial.

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When Will This End?

September 29, 2022

The band Green Day’s song “Wake Me Up When September Ends” came on in a restaurant in Encinitas last week.  In hindsight, I think most investors would want to sign...

The post When Will This End? appeared first on Seawise Financial.

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Is the Bear Market Over Already?

August 26, 2022

It’s hard to believe the kids in Encinitas are back in school already.  We hope you’re having a great end to the summer. Is the bear market over?  You might...

The post Is the Bear Market Over Already? appeared first on Seawise Financial.

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Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

Ideal Clients

  • Baby Boomers
  • Business Executives
  • Equity Recipients (RS/RSU SOP ESPP)
  • Pro Bono
  • Retirement Planning

Ways Advisor Charges

  • Quarterly Fee
  • Assets Under Management

Fee Options

  • Quarterly Fee: $1000+/qtr
  • Assets Under Management: 1.25%

SEC Records

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

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