Our financial advice team

Tim Werdel, Financial Advisor serving the Bakersfield, CA area - Ameriprise Advisors

Tim Werdel

Financial Advisor

The Beccari & Werdel Wealth Management Group
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
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Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Family Finances
  • Cash Flow Management Strategies
  • Small Business
  • Retirement Income Strategies
  • Estate Planning Strategies

Education

  • UC Davis: BA History and BS Managerial Economics

Professional associations

  • Bakersfield West Rotary

Previous experience

  • Financial Advisor, CUSO Financial Services, L.P., Bakersfield, CA, 2004-2011
  • Financial Advisor, WM Financial Services, INC, Newhall, CA, 2003-2004
  • Financial Advisor, A.G. Edwards & Sons Inc, Bakersfield, CA, 2002-2003

Community participation

Member of Bakersfield City School District Bond Oversight Committee

Member of Quest Club

Member of St. Francis Church

Member of Garces Foundation

Member of Boy Scout Board

Member of Rotary Board

Interests

Hiking; Photography; Camping; Fishing; Spending time with family

My photos

2 albums
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A little about myself

I was born and raised in Bakersfield California and attended Garces Memorial High School, before attending the UC Davis. At Davis, I received a Bachelor of Science in Managerial Economics as well as a Bachelor of Arts in History. I began my career in finance, in 1998, on the floor of the Pacific Coast Options Exchange working my way up to a floor trader with a small firm in San Francisco. Upon returning to Bakersfield in 2002, I began working directly with the public as a financial advisor and find great enjoyment helping clients with their investment & financial planning. I married my wife Katie in 2007 & have a son, Cooper.