Timothy L. Caban, CFP(R) is the Founder and President of Copper Beech Advisors, LLC.
Mr. Caban founded Copper Beech Advisors, LLC on a holistic, life-integrated approach to financial planning, designed to help “real people” in the Great Valley and surrounding communities take control of their financial lives.
As a member of the Alliance of Comprehensive Planners (ACP), Tim is proud to apply the time-tested approach developed through the collective wisdom of the 150 members of ACP: a core group of highly credentialed and experienced financial planners who support each other professionally. Among their numbers, ACA members count CPA, CFA, CFP, PHD and Attorney, including practice experts across the spectrum of the financial planning process.
Mr. Caban has also been accepted as a Fully-Registered member of the National Association of Personal Financial Advisors(NAPFA), a group of over 2,000 financial planners nationwide who are committed to a strict fee only compensation model, and adhere to rigorous continuing education requirements and ethical standards. In addition, Mr. Caban is a member of the National Association of Tax Preparers(NATP) and the Financial Planning Association(FPA).
Mr. Caban has over twenty seven years experience in financial services. Before starting his own firm, Tim worked as a currency trader for a major bank and an equity trader for a privately held firm, in New York City. He then spent five years working as a risk manager and capital advisor serving ultra wealthy individuals at a premier New York Private Bank. Finally, he spent one year at a local Registered Investment Advisor in Conshohocken, PA.
He founded Copper Beech Advisors in 2009.
Mr. Caban is a Certified Financial Planner(tm) and a graduate of Dartmouth College. He is also an Enrolled Agent, licensed by the Department of Treasury to represent taxpayers before the IRS.