Timothy Avila, NSSA® Advisor · Yuma, AZ

Meet Tim Avila, a highly respected Lead Wealth Advisor at Yuma & Imperial Valley Wealth Management, dedicated to providing expert financial guidance to clients in the Yuma, Arizona area. With over eight years of experience in wealth management and a strong educational background, Tim is a trusted partner for individuals and families seeking to secure their financial futures. He graduated Cum Laude from Yale University with a Bachelor of Arts Degree in Economics and Organizational Behavior and holds the prestigious Accredited Investment Fiduciary (AIF) designation, positioning him as a knowledgeable advocate for sound investment strategies.

As a holder of the NSSA® designation in Social Security planning, Timothy Avila brings specialized knowledge of Social Security planning to every client relationship.

A Yuma native and passionate community member, Tim has made significant contributions to local organizations, including his role as a founding member and Past Chairman of the Board for the Arizona Housing Development Corporation, which focuses on providing affordable housing for low-income families. His leadership as Past President of Fort Yuma Rotary and active involvement with the Knights of Columbus and the Foothills Chapter BNI demonstrate his commitment to enriching the Yuma community.

Tim’s personalized approach to wealth management, combined with his expertise in 401k plans as the Team Lead Advisor, ensures that clients receive tailored advice that meets their unique needs. He understands the intricacies of social security and retirement planning, making him an invaluable resource for those looking to maximize their benefits and achieve financial stability. When not advising clients, Tim enjoys coaching youth baseball and supporting his family, including his son Blake, a championship-winning athlete. For reliable and knowledgeable wealth management services, connect with Tim Avila today and take the first step toward your financial success.

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