Timothy Caso

Financial Planning Director

Timothy Caso has more than thirty years’ experience in Financial Services advising people about personal money management, investment management, structuring estates as well as business and retirement strategies.

In addition, he has advised top financial advisors at some of the nation’s most respected insurance carriers and brokerage firms. He is a passionate believer in developing sound financial strategies to help guide individuals, families and business owners throughout the ever-changing stages of one's life.

As Financial Planning Director at Evolution, Tim works closely with advisors to develop detailed strategies for their clients, and has seen advisors become far more productive when they incorporate fee-based planning into their practice.

“Not only does an advisor get paid for his or her time, but their client has a vested interest in the overall process. Creating and implementing a financial strategy helps your client balance competing financial priorities,” explains Tim.

On a personal note, Tim resides in Chalfont, PA and is the proud father of a daughter (36) and a son (29).Tim has turtles as household pets, but his daughter has been encouraginh him to get a dog. One of Tim's hobbies is Olympic weightlifting, He competed in college as well as a weightlifting club in which five of his teammates made it on to the U.S. Olympic Team. Tim recently picked up the weightlifitng regimen again over the past few years.

Tim holds and maintains his FINRA Series 6, 7, 63 and 65 licenses in PA, as well as his State Life and Health licenses in PA. Tim is a registered representative and investment adviser of Equity Services Inc.

Phone 610-891-9700