Tim Kerrigan, Clark Street Financial’s founder, leads a planning team that offers tremendous experience in helping clients achieve their retirement planning goals. Tim’s passion lies in helping clients ensure their investment strategies and estate planning are integrated with one another.* Through this coordinated planning the Clark Street Financial team is able to be caring stewards of client’s wealth from one generation to the next.
Tim makes it his mission to help his clients achieve important objectives in principal preservation and wealth transfer strategies. To enhance the wealth-planning process, Tim strives to help clients explore all the possibilities available to them and implement the strategies best suited to their family or business.
Tim earned his bachlor’s degree at Beloit College in Wisconsin, where he played football for four years. He then went on to earn his Law Degree and Master’s of Business Administration at Suffolk University in Boston, MA. While in graduate school, Tim started a real estate company in the historic “Little Italy” North End neighborhood of Boston before returning to the Valley.
Tim and his wife Katie are active with their three children’s school and sport schedules. Tim is an member of the Scottsdale Charros helping with the mission of raising funds for local charities and the Scottsdale Unified School District. Tim is a lifetime member of the Fiesta Bowl Committee having served for over 15 years and is a past board member of the Franciscan Renewal Center during the time they built their new church.
*Representatives of Triad Advisors do not provide tax and legal advice. Please consult your tax advisor or attorney for such guidance.