Tim McNamara, CFP®, MST
Senior Wealth Advisor

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Tim, a CERTIFIED FINANCIAL PLANNER® (CFP®) professional with a master’s degree in taxation (MST) and an undergraduate degree from Bowdoin College, brings over 37 years of experience in wealth and tax planning to the Beacon Pointe Larkspur, California office. Having previously owned and operated a Bay Area consultancy practice and served as a Director, Senior Wealth Planner at Carson Wealth, Tim has built lasting relationships with entrepreneurial families and advisors.

As a Senior Wealth Advisor, Tim specializes in developing and leading the implementation of sophisticated income tax, financial, estate, and charitable planning strategies for high-net-worth and ultra-high-net-worth clients. Using a “whole estate” approach, he applies innovative solutions to address wealth management challenges, leveraging his expertise in tax strategies, real estate, and charitable giving to preserve wealth across generations. Tim integrates family entities, special trusts, real estate exchanges, and charitable vehicles, such as charitable remainder trusts and private foundations, to achieve clients’ financial and philanthropic goals.

Tim and his wife, Leslie, have two children, John and Megan. He enjoys supporting his son’s career as a chef and cheering for his daughter, who will begin her studies at UC San Diego this fall. An avid cyclist, Tim can often be seen riding the roads and mountains of Napa.