Crest Retirement Planning Founder

Timothy Hobbs Founder, CEO

Tim is a financial advisor, educator, and has contributed to various financial publications throughout his career. For  two decades he has helped his clients address their financial concerns and develop personalized strategies by focusing on each individual’s specific needs. With extensive experience throughout major shifts in the markets, Tim has dedicated his career to delivering the personalized investment planning services his clients have come to expect. His practice focuses on helping his clients avoid the common mistakes made by retirees and has counseled hundreds to avoid these pitfalls. 
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Tim began his career as a Financial Advisor in 1995 to take a team approach in providing personalized financial advice for individuals and families. In 2007, Tim was chosen by Prudential Insurance Company to attend their “Financial Retirement Strategies Program” at The University of Pennsylvania’s Wharton School of Business. There he studied the latest retirement planning strategies with noted international experts and scholars.

He works one on one with his clients using unique planning tools, which provides his clients with a plan that's both insightful and flexible enough to adapt to whatever life throws their way.

Tim prides himself in his ability to add value to his client relationships and specializes in providing retirement income planning for his clients.

Away from the office, Tim spends his free time doing charitable work with numerous children’s charities and is Past Director Emeritus of the Dallas Sterling Society and  Past Director of Forth Worth Children's Charities. Over the last several years he has volunteered extensive time working in the area of  autism and cerebral palsy. One of his other passions is the art of photography and he has spent many years developing his well respected and unique style.