About My Practice
The President of the Financial Planning Center, Tim Sobolewski, is a CFP® professional who has qualified for several securities and supervisory licenses (Series 7, 9, 10, 23 and 66), but now uses an exclusively fee-based model for all investments. He is licensed in New York for life, health and disability insurance, and is a state-certified agent with the New York State Partnership for Long Term Care. He qualified for the Certification in Long Term Care, and has done extensive work with elderly clients and their families. Tim recently wrote a course on Estate Planning for a CFP® Certification Education program, and teaches in the CFP® certification program.
He is a member of the Financial Planning Counselors of Western New York and the Financial Planning Association. He also serves on the board of Literacy Volunteers Buffalo/Niagara, the Amherst Senior Citizens Foundation, the Permanent Chair of Polish Culture at Canisius College, the Alumni Representative Committee of Columbia College, and has served on the marketing committee of the Buffalo Philharmonic.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 9, 10, 23, 66
Life insurance: NY, Health/disability insurance: NY, Fixed annuities: NY
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Considerations: Fee-only for all investments; commissions on insurance products only
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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