Timothy Plonski, CFP® LUTCF Certified Financial Planner™

Tim is a Certified Financial Planner (CFP®) and financial advisor with JK Investment Group. He works with clients directly to identify their financial goals and objectives, and then creates a road-map designed to help them realize those dreams. His mission is to develop enduring relationships with his clients by providing prudent and strategic guidance for their financial futures. He is dedicated to finding suitable solutions to facilitate personal, family, and business financial planning needs.

Tim began his career as a Financial Representative for Northwestern Mutual Financial Network in Cleveland, Ohio. During that time, he acquired his insurance licenses, LUTCF designation and gained valuable experience selling insurance products. He joined the JK Investment Group Team shortly after, earning his Series 7 and Series 66 Securities Licenses prior to graduating.

Tim graduated from Ohio University with Bachelor’s of Business degrees in Finance, Management and Strategic Leadership. Outside of the classroom, he was the President of the Ohio University Club Baseball team, a member of the Financial Management Association, and a Freshman Engagement Program Peer Mentor. Tim’s active involvement both in and outside of the classroom have made him a well-rounded individual.

More recently, Tim obtained his Certified Financial Planner (CFP®) Certificate in January of 2015. With only 17% of advisors able to claim this distinction, he is now a part of an exclusive membership.

Tim is a resident of Cleveland, Ohio. He is a sports lover with a competitive spirit who enjoys activities including baseball, basketball, golf and tennis. Tim’s other interests include traveling and spending time with his family and friends.

Check the background of this investment professional on FINRA’s BrokerCheck