Timothy M Schannep

CFP®
CBIZ Financial Solutions

Tim Schannep

CBIZ offers a wide variety of financial consulting services in Tucson, Arizona.  Mr. Schannep is a Vice President, Retirement Plan Solutions. He is responsible for implementing the CBIZ Fiduciary Risk Manager for his clients to help them manage the personal liability associated with being a fiduciary.

He and his team work with local Arizona businesses in the small to mid-plan market ($500K - $50M) to offer a mix of institutional and individual retirement plan services. The team, a bilingual mix of financial professionals with a long history to retirement experience, works with a broad spectrum to employees to offer financial literacy.

CBIZ Retirement Plan Services was named one of PlanAdviser’s Top 100 Retirement Advisers in 2014, 2015 & 2016. Mr. Schannep received his bachelor’s degree from the University of Arizona and his master’s degree from Western Washington University.  He lives in Tucson with his family.

https://www.cbiz.com/about-us/locations/office/biz/2649/office/cbiz_retirement_plan_services_tucson
(503)327-6421
Tucson, AZ
Client Plans: 75
Participants: 6,000
Retirement Plan Assets: $149 Million

 

 

 

 

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