Tim Russell, CLU, ChFC

Founder/Wealth Advisor
CA Insurance Lic # 0692741

Phone: 415.898.4439

Email Me

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Timothy Russell, CLU, ChFC, registered LPL principal, is the founder and owner of Valley Oak Wealth Management, an independent financial consulting firm specializing in retirement planning. For over a quarter of a century, Tim has been helping clients, friends, and family make sound financial decisions. His business success has been built on simple common sense and answering two questions: “If I were a client what would I want and how would I want to be treated”?

He personally believes by answering these two simple questions allows the firm to be proactive and to anticipate their clients’ needs before they know they need it. This was one of the reasons the Novato Chamber of Commerce voted Valley Oak Wealth Management small business of the year in 2016.

Since 2002, Tim has been affiliated with LPL Financial and provides access to independent financial planning services, investment advice and asset management services to over 225 clients throughout the country. LPL Financial Chairman’s Club from 2003 through 2017. A distinction that has been given to the top 6% of LPL’s 16,000 registered representatives.

Tim believes in investor’s education. He regularly holds client educational events, conducts personal meetings and takes every opportunity to interact directly with his clients, He clearly enjoys his role as fiduciary and trusted advisor.

Tim is an avid salmon fisherman and accomplished sailboat racer. He has competed and won countless sailing championships throughout the country. Most recently he has defended his national championship in the Wylie Wabbit, a three man, high performance keel boat.

But it doesn’t stop there. Giving back to the community has always been important to Tim. When asked to donate, sponsor, or attend a local charitable event, Tim and his wife Anne answer the call. They have been active parents and supporters of Marin Catholic High School. Tim serves on the Board of the Chamber of Commerce, and is the chair of a local charity, the Gilead House whose mission is to end homelessness for woman and children in Marin County.

Tim is also a recent graduate of the Leadership Novato program.

Tim is a longtime resident of Novato where he lives with his wife Anne and daughter Lucie.