CoverProfile

Timothy Bock

Founder & President

Summit Portfolio Management

United States, Nevada, Las Vegas

About Me

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

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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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