Tim Runac

Tim Runac

Tim was born and raised in the Pittsburgh, PA area and has lived in several different regions of the U.S.  He holds a B.B.A. in finance and a minor in marketing from Florida Atlantic University in Boca Raton, Florida and has been a licensed financial advisor for over twenty-five years.

He and his wife moved to Jacksonville Beach in 1988, where they raised a son and daughter, both graduates of Fletcher High School.  Tim was an integral part that headed up and formed the Navy Federal Credit Union financial services division in Northeast Florida and Southern Georgia.

Tim’s expertise also includes over ten years of International business and financial consulting.  He has developed and maintained mutually beneficial relationships with foreign agencies, banks and businesses throughout the Caribbean, South and Central America.

Tim’s approach to financial success is to give clients the information, tools and guidance needed to make informed decisions.  He believes in empowering people so they can live with dignity and independence during their retirement years.  He uses financial planning tools to create a picture to help clients visualize their financial situation and, with continual education, helps them stick with their plan.  Each plan is designed with the client to match their concerns, needs and goals.  After implementing the plan, he is always there to make sure clients are adapting to the ever changing investment field or any changes in the clients financial situations.

Tim specializes in developing, implementing and monitoring a holistic financial plan that encompasses all areas of your life, especially with regard to retirement.  He also specializes in federal and state retirement options, including Florida’s Deferred Retirement Options Plan “DROP”.

  • Investment Advisor in the state of Florida
  • Life & Health Insurance Licensed in Florida