Tim Schoeffler, CFP^®

Tim Schoeffler is a CERTIFIED FINANCIAL PLANNER^® professional with more than 30 years of financial planning and investment management experience. He joined Commonwealth Financial Network^® in March 2010 and holds more than $205 million in assets under advisement.* As an Investment Adviser Representative of Commonwealth, Tim helps people and organizations by guiding them in managing their investments.

Tim began his career at Merrill Lynch in New York City, where he was an equity research specialist. After three years there, he joined EF Hutton as a national product director for its mutual fund group. In 1988, he joined OppenheimerFunds as the Mid-Atlantic regional vice president, covering Maryland; Washington, DC; Virginia; and West Virginia. His role was to educate financial advisors on Oppenheimer’s products and services.

After 12 years with Oppenheimer, he moved to GE Financial, later known as Genworth, where he specialized in developing retirement income plans for clients. He subsequently worked for several years at Allianz, positioning the company’s retirement income strategies.

Tim has been registered as a FINRA Series 7 General Securities Representative since 1979 and also has his Series 63 (Uniform Securities Agent) and Series 65 (Investment Advisor agent) securities registrations currently with Commonwealth. Tim is also licensed to sell life and disability insurance.

Tim is a graduate of Georgetown University’s Executive Certification in Financial Planning Program. From 1992 to 1994, he attended the University of Pennsylvania Wharton School’s Securities Industry Institute. He graduated from Colgate University in Hamilton, New York, with a BA in history. He is a past president of Colgate’s Washington, DC, President’s Club. He also attended Tulane University in New Orleans, and he graduated high school from Deerfield Academy in Deerfield, Massachusetts.

For 36 years Tim lived in Washington, DC where he renovated four historical homes. In 2021 he moved west to Palm Springs California, where he is currently a board member of both the Old Las Palmas Neighborhood Organization and OnePS.  In his spare time, Tim enjoys traveling, skiing, and reading, especially in the areas of history and politics, as well as spending time with his golden retrievers, Dasher and Comet. His clientele reflects Tim’s social conscience, and he has managed many progressive clients’ and organizations’ retirement plans and personal investment accounts.

*As of 9/15/2025

Timothy Schoeffler (CA Insurance Lic. #0H16927) is a Registered Representative and Investment Adviser Representative with/and offers securities and advisory services through Commonwealth Financial Network^®, Member FINRA/SIPC, a Registered Investment Adviser.