Tim Robertson, RFC, CRC®, CEPA®

Partner / Registered Representative

Timothy Robertson, RFC, CRC® has been working with his father ever since he was in diapers. Whether it was stamping envelopes, sweeping the floors, or signing in clients in during our appreciation events, he has been involved in the business.  He has now blossomed into a full-time partner and leader at the firm. After earning his degree at the University of Detroit Business School while lettering in lacrosse for the university’s varsity program, he went onto develop his talents for Dan Gilbert at Quicken Loans where he was known for his consistent positive attitude and dedication to client care. 

In 2019, he rejoined The Financial Center to follow in his father’s footsteps and help lead the firm into its next chapter.

Timothy is a Registered Financial Consultant (RFC). This designation is awarded to financial advisors who meet high standards of education, experience, and integrity. The International Association of Registered Financial Consultants is the only professional organization that requires all members to meet and document seven stringent requirements: education, experience, examination, integrity, licensing, ethics, and a significant amount of continuing education.

He is also a Certified Retirement Counselor (CRC®). This unique program requires certificate holders to demonstrate not only a strong understanding of retirement planning—including both accumulation and distribution strategies—but also the ability to provide counseling based on behavioral finance principles, communication styles, and generational or gender considerations. The result is a retirement professional who is well-equipped to offer holistic and personalized retirement counseling solutions.

Tim recently became a Certified Exit Planning Advisor (CEPA®). The CEPA designation offers techniques and advice that gives business owners a powerful, executive‑level system to grow company value, strengthen operations, and prepare for a successful future exit. Built by leading experts, this intensive experience delivers practical tools, proven strategies, and access to a strong advisor community—all designed to help you increase profitability, boost performance, and gain a competitive edge in a changing marketplace.

Timothy is recently married to his college sweetheart and is looking forward to starting a family.

Timothy is a registered representative with Cambridge Investment Research, Inc. and an investment advisor representative of The Financial Center, LLC.  Securities are offered through Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC.  Advisory Services and Financial Planning are offered through The Financial Center, LLC, a registered investment advisor.