Tim Holdsworth, ChFC

As a Managing Partner of Lakeside Financial Partners, Tim Holdsworth has over 30 years of Insurance and Financial Services experience. Tim earned the Chartered Financial Consultant (ChFC) designation from the Society of Financial Professionals and is a member of the Million Dollar Round Table (MDRT). In 2010, he furthered his financial education by completing the At Retirement® program at the University of Pennsylvania's Wharton School of Business. He was named Branch Champion for 2009, 2010, 2011, 2012, 2013, 2014, 2016, and 2017 as the top advisor of the Cleveland area Equitable Advisors.

Prior to joining Equitable, Tim was an advisor with John Hancock Financial Network and John Hancock Life Insurance Company for 22 years. During that time, he was awarded membership into the John Hancock Hall of Fame and was a life member of their President's Cabinet, which is awarded to the individual who has been a leader in sales for a given year at least 10 times in their career. This status was achieved for 20 years of a 22-year career, along with being awarded Chairman's Council in 10 of those years.

Tim's area of expertise is primarily focused on professionals and small business owners to help set up non-qualified retirement plans and plans that aid in recruiting and maintaining key employees. In addition to his primary focuses he also assists families in wealth transfer and business succession planning. Tim supports a seven-step process (Discovery, Plan Design, Financial Modeling, Informal Funding, Recommendations, Implementation and Annual Review) through to ensure a consistent experience.

A Cleveland native, Tim attended Padua Franciscan High School (Parma, OH 1983), Miami University (Oxford, OH 1984), and Cleveland State University (Cleveland, OH 1987). He is a graduate of University of Pennsylvania's Wharton School of Business' AT RETIREMENT® program (2010).

Tim is a member of the local chapter of Society of Financial Service Professionals, has served on the Board of Trustees for Berea Children's Home (1997-1999), and was PTO President of St. Albert the Great (2003-2004). He is a parishioner of St. Albert the Great in North Royalton and enjoys coaching for various youth sports teams. Tim and his wife, Jill, live in Hinckley, Ohio and have three (3) children; Kyle, Michael and Rachael. When time allows, Tim can be found working on his golf game or enjoying family time boating on Lake Erie.

Retirement Planning Specialist title awarded by Equitable Advisors, based upon receipt of a Certificate in Retirement Planning from the Wharton School of the University of Pennsylvania.

California Insurance License #: 0I41177