Retirement Planning Specialist
Timothy Naffky has been a Financial Consultant with AXA since 2008. He currently holds his Series 7 and Series 66 licenses and is registered in eight states. Tim has been awarded the designation of Retirement Planning Specialist from the University of Pennsylvania, Wharton School of Business, and is actively working toward his designation as a CERTIFIED FINANCIAL PLANNER™ (CFP®). In addition, Tim is a member of the Business Solutions Team within AXA Advisors, specializing in the financial planning needs of executives and employees within the 401(k) and Qualified Plan markets.
Tim graduated from Cortland College in Cortland, NY with a Bachelor of Science in Education, and earned his master’s degree in multidisciplinary studies from Buffalo State College. He currently resides in his hometown of Orchard Park, NY. Tim is currently on the board of directors for the regional service group’s charitable committee.
The Retirement Planning Specialist title is awarded by AXA Advisors, based upon the Financial Professional’s (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and AXA Advisors’ affiliate, AXA Equitable Life Insurance Company (NY, NY), coursework for the certificate was developed exclusively for AXA Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact AXA Equitable firstname.lastname@example.org. Complaints about an AXA Advisors FP should be directed to email@example.com.
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