Timothy Carmon | Financial Planner

Contact Information
860.615.3980
tcarmon@financialguide.com

280 Congress St, Suite 1300| Boston, MA | 02210

 

Tim Carmon is a dedicated financial advisor who brings more than two decades of experience as a CPA and 15 years in the insurance industry to the individuals, families, and business owners he serves. Over the years, Tim has become a valued resource for those seeking clarity around personal finances, often helping translate complex financial concepts into practical guidance. His decision to become a financial advisor grew naturally from his passion for helping people feel confident, informed, and prepared for their financial futures.

Tim is driven by the belief that no one should feel overwhelmed or unprepared when making financial decisions. Having seen how uninformed choices can impact people years later, he focuses on crafting tailored strategies that meet each client’s unique goals. His background growing up in a small family business, and now serving as a CFO, gives him a unique understanding of the connection between business and personal finances, allowing him to support business owners with holistic, experience-based insight.

Beyond his professional work, Tim is deeply involved in his community. He has spent over 10 years in leadership roles with Scouting America, currently leads a Sea Scout Ship in Connecticut, serves on the Patient Advisory Council for Connecticut Children’s Hospital, and supports heart walk initiatives. He is also an active member of his church, chairing the endowment and finance committees and teaching Sunday School, and has audited a local scholarship program for high school girls since 2007.

Tim graduated from the University of Richmond with degrees in accounting and religion. He and his wife Kristin, married since 2004, are the proud parents of three children: Drew, Emily, and Luke. In his free time, Tim enjoys traveling to explore history and spending time with his family in the Outer Banks of North Carolina.

 

 

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