Timothy Bock, President of Summit Portfolio Management, grew up in Phoenix, Arizona. Following his formal education in Engineering at Arizona State University, Tim began his career in the investment industry in San Francisco in 1982 where he focused on tax minimization strategies using municipal bonds. The following year Tim expanded his practice to include full financial planning services and products and went on to become a Registered Investment Advisor and co-owner of a qualified plan consulting firm providing administrative services to 401k plans, pensions, and profit sharing plans. Through his association with Dimensional Fund Advisors, Tim has had the opportunity to meet and learn f
Timothy Bock
Founder & President
Summit Portfolio Management
United States, Nevada, Las Vegas
About Me
Profile Information
Founder & President
Summit Portfolio Management
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Las Vegas
Nevada
United States
Aug 1, 2024
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