Tim founded Bullseye Investment Management with the goal of improving client’s lives with excellent investment management. Embracing the fiduciary standard, Tim established Bullseye as a ‘fee only’ investment advisory firm to eliminate any conflicts of interests with clients pertaining to products or transactions. Tim has 30 years of experience and has been a CERTIFIED FINANCIAL PLANNER™ professional since 1995.
Before founding Bullseye Investment Management, Tim’s experience, included working for the World's largest mutual fund company (at that time), Fidelity Investments, a New York based life insurer, and the Cincinnati regions' two largest trust departments. His experience spanned banking, life insurance and investment management.
Ultimately Tim left the corporate environment due to the constant pressure to increase revenue per client, sales quotas, and lax compliance practices.
Education:
Tim Guthrie has a BS in Accounting from the University of the Cumberlands and holds the Certified Financial Planner designation, the most valuable credential for those who serve the public in a financial capacity.
The CFP®certification requires candidates meet many requirements:
- Bachelor’s Degree
- 3+ years of industry experience
- Completing a CFP®
- Professional Education Program including advanced courses on risk management, investing, taxation, retirement planning, and estate planning.
- Pass a comprehensive 2 day final exam
- Operate your business with high professional standards
- Attain 30 hours of continuing education every two years
- Take an approved ethics course every two years
- Acting as a fiduciary for all clients and prospects.
