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Wealthstream Advisors recognized as Best Place to Work for Financial Advisors by InvestmentNews in 2023 for the third year in a row

Named as one of the RIA Edge 100 top-performing financial advisory firms for 2023

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Tim Daly, CPA

Senior Analyst

As a Senior Analyst at Wealthstream, Timothy Daly works with advisors to create comprehensive financial plans for clients that include cash flow projections, portfolio analysis, and the identification of client needs/obstacles. Timothy is passionate about helping clients meet all their financial goals and enabling them to live their best lives. He is specifically interested in tax planning and helping clients create strategies to save taxes for both this generation and the next.

Prior to joining Wealthstream Advisors, Timothy was a senior associate in PwC’s investigations and forensics practice where he gained analytical and client facing experience.

Timothy graduated from King’s College in Wilkes-Barre, Pennsylvania, where he attended the McGowan School of Business and earned a bachelor’s degree in both Accounting and Criminal Justice. Timothy is a Certified Public Accountant. He has passed the CFP® exam and is working to attain the professional experience needed to earn his license.

Outside the office, Timothy enjoys riding his bike, going on adventures with his wife, Emily, and his dogs, Nina and Hudson, and reading.

Education:

  • B.S. in Business Administration with a Major in Accounting
  • B.A. with a Major in Criminal Justice
  • Certified Public Accountant

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.