Tim Dahlberg, CEP®

Tim Dahlberg, CEP®

Financial Adviser, Burns Estate Planning & Wealth Advisors LLC

Tim Dahlberg is a financial adviser and Certified Estate Planner (CEP®) with Burns Estate Planning & Wealth Advisors LLC. He earned his MBA with a concentration in Finance from Tulane University in 2016 and his bachelor's degree in Finance from the University of North Florida. Tim lives in Hammond, Florida, with his wife, Bess, and their three children, Jack, Camilla and Brielle, and his dog, Stevie. They enjoy traveling, the beach and golfing.

Latest articles by Tim Dahlberg, CEP®

Older couple sitting on park bench enjoying cherry trees covered in pink blossom

Tax Season Is Almost Over, But Tax Planning Should Carry On

Don't stop thinking about taxes after April. Year-round planning, especially in retirement, will help prevent nasty surprises when tax season rolls around again.