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

Will Inflation Impact the Broader Stock Market?

November 30, 2021

How many times did the words “inflation” or “supply chain” come up at the Thanksgiving table?  I’ll bet it was at least once.  It’s hard not to talk about anything...

The post Will Inflation Impact the Broader Stock Market? appeared first on Seawise Financial.

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Will the Stock Market Crash in October?

September 30, 2021

I’m a fan of all things fall.  The cooler weather, Halloween, sports are in full swing – sign me up for all of it.  Yet it seems like every year around...

The post Will the Stock Market Crash in October? appeared first on Seawise Financial.

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US Stocks Sre Closing in on an Ominous Record. The Most Expensive on Record.

September 3, 2021

It feels like we’re so close to getting back to normal.  Most of the kids in San Diego County are back to school, the commute is starting to get busy again,...

The post US Stocks Sre Closing in on an Ominous Record. The Most Expensive on Record. appeared first on Seawise Financial.

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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

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