CERTIFIED FINANCIAL PLANNER™
Certified in Long Term Care
College for Financial Planning,
CFP® Certification Professional Education Program
Series 7, General Securities certification
Series 24, Registered Principal certification
Series 63, Uniform Securities State Law certification
Series 65, Uniform Investment Adviser Law certification
Life/Health Insurance License
Long Term Care Insurance License
East Carolina University, Bachelor of Science in Business Administration
Series 7, 24, 63 and 65 registrations are held through LPL Financial
TIM EVANS CFP®, CLTC
Founder & CEO of Eastwood Wealth
Financial & Retirement Planner
Creator of the Retirement Rules of The Road
Tim Evans is the founder and CEO of Eastwood Wealth and specializes in financial, retirement and investment management services. He is dedicated to helping Clients pursue extraordinary lives with confidence, freedom and independence through clear, values-driven financial strategies. A Certified Financial Planner (CFP®) and Certified in Long-Term Care (CLTC), Tim is known for his relaxed and approachable style while sharing deep expertise in retirement and financial planning. He is held to the fiduciary standard when acting in an advisory capacity.
Tim has leveraged more than 25 years of experience to distill his insights into a trademarked and easy-to-implement framework known as the Retirement Rules of the Road.
This simple, straightforward approach is designed to help individuals, families and business owners navigate retirement with confidence and clarity. Tim is an engaging, authentic, and warm speaker, who has been invited to share his knowledge at industry, universities and community events. Through speaking, writing and consulting, he. blends financial expertise with storytelling to deliver relatable, action-oriented insights. His annual Client letters, presentations, and webinars are widely respected for their authenticity and practical wisdom. Under his leadership, Eastwood Wealth has flourished as a Client-centered firm with an unwavering commitment to clarity, transparency, insight and the practice of time-tested financial principles combined with real-life experience.
A graduate of East Carolina University and the College for Financial Planning, Tim's career is built on integrity, education, and a passion for empowering others. In addition to his financial practice, he is active in his community and committed to personal growth. He finds inspiration through travel, music, reading, exercising, cultural events and outdoor pursuits — experiences that shape his perspective and fuel his dedication to helping others pursue the extraordinary life that freedom offers.
We utilize a strategic relationship with LPL Financial to provide custodianship of our Client’s assets. LPL was founded with a pioneering vision: to help entrepreneurial financial advisors establish successful businesses through which they could offer independent financial guidance.
LPL was formed in 1989 through the merger of Linsco, established in 1968, and Private Ledger, founded in 1973. Today, with over 17,000 advisors and 4,700 employees in the Fort Mill, Boston and San Diego headquarters, we are supplied with Client service support, innovative tools, independent research, state-of-the-art technology and Compliance. LPL does not offer proprietary investment products or engage in investment banking services.
For more information on LPL Financial, please visit www.lpl.com.
Strategic relationship
