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Marcum Financial Services

Tim Neuville


 
Senior Director
Marcum Financial Services, LLC
Financial Advisor
Raymond James Financial Services
 

600 Anton Boulevard
Suite 1600
Costa Mesa, CA 92626

Tim Neuville is a Senior Director in the Private Client Group of the California operations of Marcum Financial Services, LLC (MFS). Prior to joining MFS, LLC, Tim was the founder and president of Epic Wealth Planning, based in Irvine.

Mr. Neuville has been involved in the financial services industry for over 30 years. He began his career as a retail banker with U.S. Bancorp in Portland, Oregon. He became a Registered Representative and a licensed insurance agent for life insurance, disability, and long term care insurance. In order to better specialize in investments and financial planning, he earned the industry designations of Charted Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®) and CERTIFIED FINANCIAL PLANNER™.

Mr. Neuville provides wealth management for affluent individuals, including investment consulting, wealth enhancement, estate transfer, asset protection and charitable giving. He works on a team approach with his client's legal, tax and insurance advisors.

Mr. Neuville is an adjunct professor at the University of California Irvine (UCI) where he teaches classes on risk management, retirement planning and employee benefits. He has been a frequent keynote speaker on financial planning and investment management for organizations and quoted in CBS Marketwatch and Barrons. He recently authored “Healthy and Wealthy. A 5 Step Process for Successful Retired Women".

Professional & Civic Affiliations
  • Financial Planning Association of Orange County, Member
  • Financial Services Institute, Inc., Member
  • Orange County Chapter of Society of Financial Service Professionals, Past President
  • University of California, Irvine Personal Financial Planning Certificate program, Advisory Board Member
  • University of California, Irvine Personal Financial Planning Certificate program, Adjunct Professor
  • El Toro Mountain Biking Team, Director
  • Santiago de Compstella Catholic Church, Former Finance Board Member
Accreditations and Designations
  • Charted Financial Consultant (ChFC®)
  • Chartered Life Underwriter (CLU®)
  • Certified Financial Planner™
Subject Matter Expertise

Asset Protection Planning
Wealth Management
Estate and Legacy Planning
Insurance Planning
Retirement Planning
Investment Planning

Practice Focus

High Net-Worth Individuals & Families
Business Owners
Corporate Executives
Corporate Retirement Plans

Education

Bachelor of Science in Business Administration
Southern Oregon State University

Check the background of this investment professional on
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ABOUT RAYMOND JAMES

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Marcum Financial Services, An Independent Practice

Marcum Financial Services is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Member FINRA / SIPC. Investment Advisory Services offered through Raymond James Financial Services Advisors, Inc. and Marcum Financial Services, LLC.

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Headquarters
10 Melville Park Road
Melville, NY 11747

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631.414.4020
info@marcumfs.com

 

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