
Timothy Plonski
Chief Executive Officer, Managing Member
River Wealth Management LLC
United States, Ohio, Westlake
About Me
Tim is a Certified Financial Planner (CFP®) and co-Founder of River Wealth Management. He began his career in 2011 as a Financial Representative for Northwestern Mutual Financial Network in Cleveland, Ohio. During that time, he acquired his insurance licenses and LUTCF designation, while gaining valuable first-hand experience. Shortly after, he began working for a local wealth management firm, earning his Series 7 and Series 66 Securities Licenses prior to graduating college. Tim graduated from Ohio University in the spring of 2012 with degrees in Finance, Management and Strategic Leadership. He has over a decade of industry experience working directly with clients and is excited to appl
Profile Information
Chief Executive Officer, Managing Member
River Wealth Management LLC
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Westlake
Ohio
United States
May 15, 2024
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