Member Lunch Meeting: Digital Investing - Intelligent Portfolios
Date: Thursday, March 5, 2020
Time: 11:30am - 1:00pm
Location: Skewers Kabob House - 821 L St., Modesto, CA 95354
Speaker: Tim Bickley, CFP®, Portfolio Strategist, Charles Schwab Investment Advisory, Inc.
Tim Bickley, CFP® is a Portfolio Strategist with Charles Schwab Investment Advisory, Inc. ("CSIA"), supporting Schwab Intelligent Portfolios, ThomasPartners, and Windhaven Strategies. Prior to CSIA, Tim served as an Investment Consultant and Sr. Manager for Schwab's Investor Development Team. He's been with the firm since 2013.
Tim earned a B.A. in Business Administration from Fort Lewis College and received his Certified Financial Planner (CFP®) designation.