About My Practice
Tim Paschall has been awarded the Certified Financial Planner™ (CFP®) designation by the CFP® Board of Standards, indicating that he has met rigorous requirements including: initial and continuing education, examination and experience standards, and adherence to a strict code of ethics and practice standards. Tim also was awarded the Chartered Life Underwriter (CLU) designation by The American College, Solomon S. Huebner School. The CLU designation is the undisputed professional credential for persons involved in the life insurance business, indicating that Tim has met the educational, experience, and ethics mandates required to earn the CLU designation.
Since 1996, Tim has been a PACE Qualifier. The PACE (Professional Achievement in Continuing Education) program for CLUs is administered through the Society of Financial Services Professionals and indicates a high level of commitment to continuing professional education. Tim is an independent professional representing a wide array of financial institutions. He is a fully licensed insurance agent for life, accident, health, Medicare supplement and long-term care insurance. He is also a licensed investment broker for stocks, bonds, mutual funds, variable annuities and limited partnerships.
Tim is an investment advisory representative of Investment Advisors, a division of ProEquities, Inc., a registered investment advisory firm. Professional Memberships: Member, Financial Planning Association Member, Society of Financial Services Professionals Career History: Graduate of North Carolina State University, Bachelors of Science, 1980 Major in Chemistry, Minor in Math 1980-1986: Milliken & Company, Spartanburg, S.C. Quality Control Manager, Chemical Division 1986-1990: Motorola Communications & Electronics, Inc., Charlotte, N.C. Zone Commercial Sales Manager 1990-1993: MassMutual Life Insurance Company, Charlotte, N.C. Career Agent 1993-1997: Pension Plans, Inc., Charlotte, N.C. and Gastonia, N.C. Vice President 1997:
Founded Paschall & Associates Community Involvement: Rotary International Past President and current member, Gastonia East Rotary Club Paul Harris Fellow Four Avenues of Service Award Distinguished Rotarian Award Gaston Chamber of Commerce Past Director, four terms Past Membership Chair Past Small Business Chair First Chair of Quality Council which later became Gaston Together Western Piedmont Estate Planning Council Past President Schiele Museum of Natural History past Trustee First Presbyterian Church, Gastonia Active Member Elder Carrie E. and Lena V. Glenn Foundation, Inc. former member and Board President, Board of Directors, Highland School of Technology Academy of Finance, Advisory Board Member PTSO Board City of Gastonia, Fireman's Relief Fund former Advisory Board Member.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 63, 65
Life insurance: NC, SC, GA, OH, FLA, Health/disability insurance: NC, SC, GA, OH, FLA, Fixed annuities: NC,SC, GA, OH, FLA, Variable annuities: NC, SC, GA, OH, FLA
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - CLU
Considerations: Financial Planning Services are Separately Offered For a Fee
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.