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Timothy Watters (CFP®, MBA)

Timothy Watters focuses in the
following client markets or areas of practice:

  • AUM
  • Business Owners
  • Cash Flow/Budgets/Credit Issues
  • Charitable Giving
  • College/Education Planning
  • Corporate Executives

Planning Specialties

We value our commitment to remaining an independent firm so that our recommendations are unbiased. We have the freedom to research all investments to create a truly diversified portfolio that is tailored to the client’s goals and tolerance for risk. We can help clients through all stages of the financial planning process, including financial statement preparation and analysis, investment planning, income tax planning, education planning, risk management, retirement planning and estate planning. Clients receive skilled financial planning at a competitive hourly rate. WFS has office space in Paramus, NJ and New York City for meeting clients in person. We also do WebEx meetings with clients across the country

Additional Information

Since 1986, Watters Financial Services has built a business based on loyalty, trust and a proven track record of success. We have two core businesses. We provide hourly financial planning that can be comprehensive or specific to a particular problem that needs a solution. We also provide Wealth Management, which combines comprehensive financial planning with on-going investment management. WFS will meet with most clients quarterly which is very rare in the industry. For over 30 years our focus has been to help our clients be confident and educated about money.

WFS is compensated by Fee-Only. This means the only fees we earn come directly from the client. We do not sell investments or insurance policies. We do not receive commissions, finder’s fees, bonuses, revenue sharing or other forms of compensation from others as a result of a client’s implementation of our recommendations. Our obligation and allegiance is only to our client. Therefore, we will only recommend what is in our client’s best interests. They place a high value on trust and building strong relationships with clients.

Tim Watters has served on the Discipline and Ethics Board of the Certified Financial Planner Board of Standards, Inc. He has been a Boy Scout leader since 2002. His three sons; Matthew, Colin and Patrick are Eagle Scouts. His daughter, Grace received the Girl Scout’s Gold Award. He is an avid hiker leading hikes for the Catskill 3500 Hiking Club and the Appalachian Mountain Club. All his children are members of the Catskill 3500 Hiking Club by hiking 39 mountains in the Catskills region of New York and then again in the winter.

NAPFA Start Date

March 08, 2018

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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