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Text Content

(510) 697-7893

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MANSELL CAPITAL MANAGEMENT

Mansell Capital Management is an independent wealth management firm. The
“independent” part is essential because it allows us to provide unbiased
financial advice. We are not tied to any organization or program - we don’t work
for them. We work for you. Because it’s your financial future, you will always
be at the forefront of our consulting efforts. Our independence allows us to
scour the capital markets and find the planning solutions and investment
vehicles that are completely aligned with your individual needs.

First, we will help you develop a plan by listening to you and learning about
your financial objectives. With us, it’s all about you and your family - your
aspirations, goals, and dreams. Then, we’ll get you started on the right track,
monitor our progress together, and make adjustments as necessary. We’ll be there
with you every step of the way. It’s both our privilege and our mission to help
you realize your lifetime financial goals.

Learn more


ABOUT THE FOUNDER

After completing his M.S degree in Finance in 1998 and earning the prestigious
Certified Financial Planner® designation in 1999, Tim began his financial
advisory career with Merrill Lynch Global Wealth Management. At Merrill Lynch,
Tim specialized in advising senior corporate executives on customized employee
stock options strategies. He continued his career as a CFP® professional at
Chase Wealth Management and Wells Fargo Advisors where he counselled clients in
retirement planning, education planning, insurance planning, strategies related
to estate and trust planning, and tax-efficient investment management.

Learn more


RETIREMENT PLANNING

Enjoy the fruits of your labor. Mansell Capital Management will help plan for
your retirement and excite you for what’s to come.

Learn more


INVESTMENT MANAGEMENT

Having a disciplined approach to investment management is the key to long term
success. Mansell Capital Management can help you develop and implement a plan
that is tailored to your individual risk tolerance, time horizon, and long term
goals.

Learn more


COLLEGE PLANNING

Rising education costs require a forward-thinking plan. Mansell Capital
Management can help you prepare for one of life’s biggest investments.

Learn more


OUR MISSION

We understand that individuals face unique challenges as they prepare for
retirement or any financial goal. We can help take the mystery out of preparing
for today and tomorrow. Whether you are investing to build or preserve your
wealth, protect your family, or save for a child's college educaton, our
personalized service focuses on your needs, wants, and long-term goals.

Learn more

       


WHY CHOOSE A
CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL?

Most people think all financial planners are “certified,” but this isn’t true.
Just about anyone can use the title “financial planner.” Only those who have
fulfilled CFP Board's rigorous requirements can call themselves a
CFP® professional.

CFP® professionals are held to strict ethical standards. What’s more, a
CFP® professional must acquire several years of experience related to delivering
financial planning services to clients and pass the comprehensive
CFP® Certification Exam before they can call themselves a CFP® professional.

Financial planning is a dynamic process. Your financial goals may evolve over
the years due to shifts in your lifestyle or circumstances such as an
inheritance, career change, marriage, house purchase or a growing family. As you
begin to consider how best to manage your financial future, you should feel
confident knowing that with a CFP® professional, you’re working with someone
committed to providing the high standard of financial planning.


HAVE A QUESTION

Name
Email
Address
Phone
Question

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CONTACT

Mansell Capital Management

Office: (510) 697-7893

Mobile: (510) 697-7893

2335 Pelham Place

Oakland, CA 94611

Series 7, Series 63, Series 65, CA Insurance Lic #0C72711

tmansell@mansellcapmgmt.com



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Securities offered through Osaic Wealth, Inc. Member FINRA/SIPC. Financial
Advice & Investment Advisory Services offered through PFG Advisors, a Registered
Investment Advisor (RIA). Mansell Capital Management, PFG Advisors, and Osaic
Wealth, Inc. are separate entities.

Click here for a copy of PFG Advisor's Relationship Summary (Form CRS)

Click here for a copy of Osaic Wealth, Inc.'s Relationship Summary (Form CRS)

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