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Tim Buggy, CFP®

Tim Buggy, CFP®

Retirement Planning Specialist

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Tim Buggy has been providing local and personal financial services through Equitable Advisors, LLC for over 30 years.  He has a passion for financial planning and sees each client on a case-by-case basis.  Tim believes in a consultative approach that helps clients identify their long-term financial goals and objectives.  

After working with a wide variety of clients, Tim realized that planning for retirement can be confusing and time consuming for most individuals.  Tim likes to help his clients take the hassle out of retirement planning and focus on income planning and asset preservation.  He is dedicated to learning more about his clients and meeting regularly.  Tim is supported by a team of professionals that help him build long-term relationships with his clients and provide responsive customer service.

Tim received a Bachelor of Science degree from Indiana University of Pennsylvania.  He completed additional coursework at Duquesne University and currently holds a CERTIFIED FINANCAL PLANNER™ professional (CFP®) certification. He also received a Certificate in Retirement Planning from The Wharton School of the University of Pennsylvania.  The curriculum at Wharton was developed to provide Equitable Advisors financial professionals with a higher level of preparation and knowledge to best serve the retirement needs of valued clients.  Tim currently holds a series of retirement planning workshops for professors and staff at local universities.  

Tim has been happily married to his wife, Cherri, for over 30 years and has three children, Kara, Sara and Timmy.  Outside the office, Tim enjoys fitness, skiing, golf, and watching the Steelers. 

The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors' affiliated life insurance carrier, coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact us at atretirement@equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@equitable.com.

Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

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