Experience

Prior to his move to UBS, Timothy spent the first 20 years of his career as a Financial Advisor at Merrill Lynch. Over the course of his career in financial services, Timothy has dedicated himself to his craft, and prides himself on working together closely with his clients to understand their wants, wishes and dreams. He spends time building robust financial plans to be there to guide his clients through every step of their financial journey.

Timothy was born and raised in Agoura Hills, graduating from Agoura High School before starting his college education in San Diego and eventually transferring to and graduating from the University of Wisconsin, Madison. Starting his career in financial services after graduating, Tim has worked to earn the CIMA® and CRPC® designations.

With a focus on family, Timothy and his wife Cecilia moved their family back to his childhood stomping grounds, into the North Ranch Neighborhood of Westlake Village. Together with their two children, they enjoy playing sports, trying new restaurants and taking in all the area has to offer.

Narayan works with high-net-worth individuals, families of multi-generational wealth, and business owners, to provide comprehensive wealth management services. He collaborates with the clients’ trusted network of advisors and develops customized strategies, which focus on estate and trust planning, tax planning, and exit planning for business owners.

Passionate about building enduring client relationships through outstanding and personalized service, Narayan advises clients on wealth accumulation, preservation and transfer through the creation of individually customized wealth management strategies utilizing a well-defined and proven process. He believes it is vital to take time to understand clients’ goals and concerns, and develop a meaningful relationship with transparency, for client confidence.

Narayan began his career in the financial services industry in 1996, after earning his MBA from Bowling Green State University. He is a Certified Financial Planner® (CFP®) professional and holds the Certified Exit Planning Advisor® (CEPA®), Certified Investment Management Analyst® (CIMA®) designations.