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Credentials

  • 1983 – BBA/Bachelor of Business Administration in Accounting, Texas A&M University, formally Corpus Christi State University, Corpus Christi, Texas
  • 1985 – CPA/Certified Public Accountant
    Texas State Board of Public Accountancy
  • 1988 – CPA/Certified Public Accountant
    California State Board of Public Accountancy
  • 1988 – CLU/Chartered Life Underwriter
    American College, Bryn Mawr, Pennsylvania
  • 1990 – ChFC/Chartered Financial Consultant
    American College, Bryn Mawr, Pennsylvania
  • 1991 – CFP®/CERTIFIED FINANCIAL PLANNER™
    Certified Board of Standards, Inc.
  • 1996 – CFS/Certified Funds Specialist
    Institute of Certified Fund Specialists
  • 1998 – JD/Juris Doctorate of Law
    William Howard Taft University, Santa Ana, California
  • Licensed attorney, State Bar of California

Achievements

Tim is the author of numerous articles including the below:

  • Pension Planning for Physicians and Business Owners
  • Charitable Giving Strategies that Works
  • Disability Income Designed to Pay Benefits
  • Estate Tax Avoidance Strategies
  • Asset Allocation – The Key to Maximizing Your Investment Returns

Speaking Engagements

  • Tim is a regular speaker at symposiums for financial planners held at universities such as USC, University of Alabama, The American College and Notre Dame.

Qualifying membership in the MDRT and Top of the Table is based on minimum sales production requirements and gross business generated within a year. Each MDRT status designation is granted for one year only. All members must apply every year to continue their affiliation with the Million Dollar Round Table. All members must apply every year to continue their affiliation with the Million Dollar Round Table.

 

Legal Services offered by Tim Murphrey are independent of Woodbury Financial.