Timothy Mulroy CLU® CLF® ChFC® CFP® in

Timothy Mulroy CLU® CLF® ChFC® CFP®

Questioner · DISC type c
Co-Founder & Wealth Management Advisor at Wealth Coast Wealth Management
📍 Newport Beach, California, United States

Timothy is the Co-Founder and a Wealth Management Advisor at Wealth Coast, specializing in advanced financial planning for business owners and professionals. A former Managing Partner at Northwestern Mutual, he has over 20 years of experience and holds multiple designations, including CFP®, CLU®, and ChFC®.

He is passionate about helping people live a "10 out of 10 life, " a philosophy that guides his professional coaching and personal interactions. Timothy lives in South Orange County with his wife, Christina, and their three sons. He also dedicates time to the Jessie Rees Foundation, supporting children with cancer.

Timothy was recently featured in the Los Angeles Times as one of Orange Countys leading "Business Visionaries" in banking and finance.

Read the full overview →
Experience
17 Years
Current Role
Co-Founder & Wealth Management Advisor
Job Level
Leadership
Location
Newport Beach, California, United States
Personality Overview

How Timothy shows up

Price-Sensitive
Not Easily Convinced
Cautious & Analytical

They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters. They prefer to analyze every situation thoroughly.


Priorities

Topics Timothy cares about

Holistic Financial Planning
His practice focuses on freeing clients to live their ideal lives by providing comprehensive wealth management, recently expanding capabilities through a strategic firm merger.
Leadership & Coaching
Draws on his experience building a top-ten office for Northwestern Mutual and a personal philosophy of calling forth greatness in others.
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Career

Work history

5-2023
Co-Founder & Wealth Management Advisor
Wealth Coast Wealth Management
5-2023
Wealth Management Advisor
Northwestern Mutual
6-2013 - 4-2023
Managing Partner
Northwestern Mutual
3-2008 - 5-2013
Managing Director
Northwestern Mutual
In the press

Media appearances

Timothy Mulroy - Northwestern Mutual - Forbes. Featured in Forbes
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Education
1999 - 2003
BS
Commonwealth University-Mansfield
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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