Raymond James Financial Advisor at McNeely Financial Strategies LLC
Greater Los Angeles Area
- Current
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- Financial Advisor CFP® CIMA® at McNeely Financial Strategies LLC
- Past
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- CERTIFIED FINANCIAL PLANNER™ at The McNeely Group at Smith Barney
- Partner at Desiring God
- Financial Assistant at Wachoivia Securities
- Student at The Masters College
- Delivery Boy at Dominos Pizza
- Education
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- University of Pennsylvania - The Wharton School
- College for Financial Planning
- The Master's College
- Recommended
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2 people have recommended Timothy J. - Connections
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82
connections
- Industry
- Financial Services
- Websites
Timothy J. McNeely CFP® CIMA®’s Summary
Wealth Management is more than finance.
It is about simplification.
Focusing less on things and more on what your achievements could do for you, your family, and your future.
Timothy J. McNeely CFP® CIMA®’s Specialties:
401k Rollovers, Alternative Investments, Hedge Funds, Private Equity, Risk Management, Retirement Planning, Liability Planning, College Funding, 401k Rollovers, Estate Planning, Charitable Gifting, Trust Services, Insurance Services, Banking, Credit, Business Services, And the list keeps going on.
That's why our true specialty is the wisdom to use the many tools we have and weave them together in a holistic life plan.
Timothy J. McNeely CFP® CIMA®’s Experience
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Financial Advisor CFP® CIMA®
McNeely Financial Strategies LLC
(Financial Services industry)
May 2009 — Present (7 months)
"It's your future. We can help."
Imagine a wealth services company without tiers and layers. A company free from conflicts of interest. Add to this a team of experienced advisors who places your goals above all else. What you get is a world-class firm to help you shape a independent tomorrow. -
CERTIFIED FINANCIAL PLANNER™
The McNeely Group at Smith Barney
(Financial Services industry)
June 2001 — April 2009 (7 years 11 months)
The McNeely Group serve affluent individuals and families with diverse backgrounds, and personalities. Although different in many respects, our clients often have much in common:
- A need to bring a greater degree of focus, order and preparation to their financial journey
- A level of wealth that demands sophisticated analysis of their financial progress
- A desire to better the lives of their loved ones
- A desire to leave an imprint on their community
- A desire to minimize the unnecessary erosion of their wealth to taxes
- An awareness that a key to success is being prepared for opportunity – or crisis -
Partner
Desiring God
(Non-Profit; Non-Profit Organization Management industry)
2005 — 2005 (less than a year)
God is glorified not only by His glory's being seen, but by its being rejoiced in. When those that see it delight in it, God is more glorified than if they only see it.... He that testifies his idea of God's glory [does not] glorify God so much as he testifies also his approbation of it and his delight in it.
- Jonathan Edwards -
Financial Assistant
Wachoivia Securities
(Public Company; 10,001 or more employees; Financial Services industry)
1997 — 2001 (4 years )
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Student
The Masters College
(Educational Institution; Education Management industry)
January 1997 — January 1999 (2 years 1 month)
This was back in my college days...
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Delivery Boy
Dominos Pizza
(Public Company; Food & Beverages industry)
1995 — 1997 (2 years )
This was my first job. It was really fantastic. I highly recommend it.
Timothy J. McNeely CFP® CIMA®’s Education
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University of Pennsylvania - The Wharton School
CIMA® Certification , 2008 — 2008
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College for Financial Planning
CFP® Certification , 2003 — 2005
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The Master's College
Economics / Math 1998 — 2002
Additional Information
Timothy J. McNeely CFP® CIMA®’s Websites:
Timothy J. McNeely CFP® CIMA®’s Groups:
Amicitia American School of Fes
Teachoverseas.org
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Business as Mission Network
Timothy J. McNeely CFP® CIMA®’s Contact Settings
Interested In:
- career opportunities
- consulting offers
- new ventures
- job inquiries
- expertise requests
- business deals
- reference requests
- getting back in touch
