Timothy Holdsworth, ChFC

Timothy Holdsworth, ChFC

Retirement Planning Specialist

 

As the owner of Holdsworth Financial Group, and a financial advisor with AXA Advisors, LLC, Tim Holdsworth has 24 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). He was named Branch Champion for 2009, as the top advisor of Cleveland area AXA Advisors. In 2010 he furthered his financial education by completing the Wharton At Retirement® Program.

Prior to joining AXA, 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. 

Personal

A native of of Cleveland, 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 and his wife, Jill, have been married for 21 years, and have 3 children. They currently reside in Hinckley, Ohio. 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.

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

 

 

 


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