Tim Whipple CFP®, CPWA®, EA

Tim serves on the Board of Directors at Diversify and brings more than 20 years of experience in wealth management. He is known for helping advisors and clients navigate complex financial situations by developing holistic strategies that integrate planning disciplines rather than treating them in isolation. Prior to the Diversify merger, Tim co-founded FirstPurpose Wealth in 1999, formerly known as LJCooper Wealth Advisors.

Early in his career, Tim identified the opportunity to more closely align tax planning with wealth strategy. His work expanded beyond tax compliance to include forward-looking planning and charitable giving strategies designed to help clients optimize long-term outcomes. Today, Tim leverages his expertise in tax and wealth management to collaborate closely with advisor partners across the Diversify platform, providing training, mentorship, and hands-on strategic support.

Tim holds a Bachelor of Science in Business Management from Brigham Young University. He has earned the CFP® (Certified Financial Planner), EA (Enrolled Agent), CAP® (Chartered Advisor in Philanthropy), and CPWA® (Certified Private Wealth Advisor® ) designations and maintains Series 6, 7, 24, 26, 63, and 65 securities registrations.

Outside of his professional work, Tim is passionate about philanthropy and serves on several charitable boards. He and his wife Kristin have five sons and one grandson, and their family has participated in more than 25 service trips supporting orphanages over the past decade. A former collegiate rugby player, Tim now channels his competitive energy into pickleball and biking.