Tim Dern, NSSA® Advisor · Schaumburg,, IL
Tim Dern
Independent Advisor Representative, Mana Financial Group, LLC
Professional Profile
I am a graduate of Indiana University. I am a seasoned advisor who enjoys helping people. As the the senior advisor and managing partner of Mana Financial Group LLC; I help our team grow by building solid a foundation of systems to support our clients.
As a holder of the NSSA® designation in Social Security planning, Tim Dern brings specialized knowledge of Social Security planning to every client relationship.
Mana Financial Group LLC offers Wealth Management and Retirement Services. My focus is on retirement. We offer custom strategies to help each client achieve desired goals. We are a family business with several office locations in the Chicago area. Also licensed in 37 states, helping people all over the country. I love what I do and truly cherish our clients.
Disclosure
All advisory services are offered through Savvy Advisors, Inc. (“Savvy Advisors”), an investment advisor registered with the Securities and Exchange Commission (“SEC”). Savvy Wealth Inc. (“Savvy Wealth”) is a technology company and the parent company of Savvy Advisors. Savvy Wealth and Savvy Advisors are often collectively referred to as “Savvy”.
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