Tim Mullin, CFA

Financial Planning Associate

Meet Tim – Your Trusted Steward in Financial Planning

As a Financial Planning Associate at Granite Financial Partners, Tim Mullin is committed to helping clients build clarity and confidence in their financial lives. With a strong foundation in investment analysis, tax planning, and retirement strategies, he combines technical expertise with a client-first approach to deliver thoughtful and effective planning solutions.

Tim brings nearly a decade of experience in financial services, including roles at Fidelity Investments and Wingate Wealth Advisors, where he supported high-net-worth clients with financial planning, reporting, and investment analysis. Most recently, as a Financial Planner at Nutter Payroll and Tax Services, he provided comprehensive advice across personal finances, estates, trusts, education, and charitable giving.

He holds a Master of Science in Financial Management from Boston University, with a concentration in Investment Analysis, and has successfully passed CFA Level I. Tim also maintains his Series 65 license and continues to expand his expertise in planning technologies such as eMoney, MoneyGuidePro, and RightCapital.

At GFP, Tim embodies the firm’s values of Knowledge, Leadership, and Reliability by combining his analytical strengths, problem-solving ability, and communication skills to ensure clients receive both precision and peace of mind in their financial journey.

Outside of work, Tim enjoys staying active, mentoring others, and spending time with family and friends, as well as golfing, fishing and playing chess. A lifelong learner, he values opportunities for personal growth and is dedicated to bringing that same mindset of progress and commitment to the clients he serves.