Our mission.
Longview Financial Advisors was created to provide independent, clear, and transparent advice. Putting our clients’ interests first is not only our pledge, it is our fiduciary duty as financial advisors.
People
founder
Tim Harrington, CFP®
Tim has been a financial advisor for over 20 years and is passionate about helping clients manage their financial lives. Prior to becoming an advisor, Tim worked at the global investment banking firm of Barclays Capital. In his last position at Barclays he was a Director specializing in telecom and media corporate finance. Throughout his banking career he handled complex financial transactions and built strong relationships with his clients and colleagues.
Born and raised in upstate New York, Tim is a graduate of Villanova University with a B.S. in Finance. He completed the Financial Planning curriculum at New York University and was awarded the Certified Financial Planner® designation in 1995.
Tim is a member of the Financial Planning Association and is a past president of its San Francisco chapter. He is currently on the board of Mission:Brain, a nonprofit with the mission of providing neurosurgical expertise and resources to patients and healthcare providers in underserved areas throughout the world. Tim is also the former president of the Board of Directors of Trips for Kids, a nationwide non-profit organization that leads disadvantaged youth on mountain bike rides. As an outdoor enthusiast, Tim enjoys cycling and hiking the watershed areas of Northern California as well as the countryside of Somerset and Hunterdon counties in New Jersey.
Associate Financial ADVISOR
Colleen Harrington, CFP®
Dedicated to fostering clients' financial well-being through holistic financial planning, Colleen has been an Associate Financial Planner at Longview since 2021. Prior to joining Longview, she was a paraplanner at a growing fintech firm that offers virtual, full-service financial planning.
Colleen attended Villanova University where she studied nursing with a minor in business. After graduation, she moved to Washington, DC where she began her career as a registered nurse at MedStar Georgetown University Hospital. Her natural curiosity and interest in personal finance led her to pursue financial planning courses at Georgetown University while continuing her work as a nurse. After completing the education, exam, experience, and ethics requirements, Colleen obtained her CERTIFIED FINANCIAL PLANNER™ certification in 2022.
With Colleen's nursing experience, she brings a unique perspective to financial planning. It taught her the importance of building trust and open communication. She takes the time to get to know her clients and works closely with them to create a financial plan that aligns with their unique goals and values.
Raised in northern California, Colleen has a love for the outdoors, exploring national parks, and spending quality time with family and friends. In her free time, she also enjoys yoga, reading, and cooking.
client services specialist
Rachelle Walley, FPQP®
Rachelle studied mathematics at East Texas Baptist University with a double-minor in computer information systems and music. After graduating cum laude with a Bachelor of Science in education, she entered the teaching profession. Rachelle taught physics, calculus, algebra, geometry, and consumer math to high school students for 13 years.
In 2006, Rachelle began working as an offsite administrative assistant for investment advisors who were located across the country, and subsequently earned the Financial Paraplanner Qualified Professional (FPQP®) designation. Her extensive experience in supporting advisors and their clients, along with her math and computer background, make her a natural fit for our team.
Rachelle has an active family life with four (nearly) grown children and Ollie, the dog.
The CFP® certification marks identify professionals who have met the standards of competency and ethics established and enforced by CFP Board. CFP Board's Standards of Professional Conduct require CFP® professionals to act in their clients’ best interests. CFP® Board Website.
Our partners.
Our partners include the following organizations and firms:
The Financial Planning Association® (FPA®) is the principal professional organization for CERTIFIED FINANCIAL PLANNER (CFP®) professionals, educators, financial services professionals and students. The FPA supports us with access to financial planning research and a network of like-minded advisors.
Envestnet | Tamarac provides us with a comprehensive technology platform which includes reporting, trading and client relationship management applications.
Dimensional Fund Advisors – Founded in 1981, Dimensional has a long history of applying academic research to practical investing. The firm provides us with access to world class research and a full range of equity and fixed income strategies designed to target higher expected returns.
Schwab Advisor Services™ serves LFA by providing the custody, trading, and support services of Charles Schwab & Co., Inc. designed for independent financial advisors.
Swayze LLC is a compliance consulting firm specifically tailored for registered investment advisers. They oversee our regulatory compliance effort including the implementation of our policies and the management of risk which allows us to concentrate on what we love – delivering investment management and financial planning services to our clients.
The entities referenced on this page are service providers and/or professional relationships with which Longview Financial Advisors engages to deliver financial advisory services. These entities are not affiliated with Longview Financial Advisors and their inclusion here should not be considered an endorsement of Longview Financial Advisors. Any information included at the above-listed links should not be considered investment advice or an offer to sell any product.