Timothy Schmoll, CFP®

Wealth Advisor, Senior Associate

San Ramon, CA

LET'S CONNECT

Designations

  • CERTIFIED FINANCIAL PLANNER®

 

Work Experience

  • Tim focuses on helping high net worth individuals and families define and meet their goals and objectives, with an expertise in collaborating with professional athletes and young start-up employees
  • Joined MAI in 2022, when Intersect Capital merged with MAI
  • At Intersect, Tim was an Investment Adviser Representative since 2021 and prior to that was employed by Procapita Partners LLC as a Wealth Advisor

 

Life Outside of MAI 

  • Tim played professional soccer for four years before transitioning into wealth management and still enjoys playing in pickup leagues in New York City

 

Education

  • Harvard University, AB in Economics

We look forward to learning about your financial goals.

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