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An Introduction to Tax Planning Strategies

Tim Steffen

Senior Consultant, Advisor Education


Mr. Steffen is a senior consultant in the advisor education group at PIMCO. For more than 20 years, he has provided training for financial professionals on advanced wealth management topics, including tax planning, retirement strategies, and wealth transfer techniques. Before joining PIMCO in 2019, Mr. Steffen spent 20 years with Baird, most recently as director of advanced planning. He also worked at Arthur Andersen, specializing in personal tax and financial planning. Mr. Steffen is a faculty member for the Certified Private Wealth Advisor (CPWA) program offered through the Investments and Wealth Institute. He earned an undergraduate degree in accounting from the University of Illinois and holds the Certified Public Accountant license (CPA) and the Certified Financial Planner (CFP) and CPWA designations.