With more than a decade of experience in the financial services industry, Timothy Dunigan specializes in comprehensive planning for business entities and individuals. At Wealth Management Strategies, he focuses on helping clients visualize, quantify, and execute their plans for financial success. Timothy is relationship driven and values regular personal interactions with his clients to help ensure their plans stay on course.
Timothy earned a Bachelor of Science degree in Business from Chapman University’s Argyros School of Business and Economics. Prior to joining Wealth Management Strategies, he served as Vice President of Equitable Advisors’ Irvine, California office. During this time, he was responsible for the firm’s advisor training, development, supervision, and recruiting.
Partners in life and business, Timothy and his wife, Esther, reside in Costa Mesa with their dog, Etta James. Esther is the Client Relations Director of Timothy’s practice, allowing for a personal and interactive experience for their clients. Timothy is a member of Chapman University’s Chapman 50 and a mentor with Newport Harbor High School’s Junior Mentor Program, where he provides personal and professional guidance to his mentee. In his spare time, Timothy enjoys golf, surfing, and photography.
B.S. Business Administration – Chapman University
Licenses & Certifications
FINRA Series 7, 63, 65
CA Insurance License 0H43293