"As a father son team, we understand the importance of passing on your legacy, values, and ethics"
Fred B. McNeely
Financial Advisor RJFS
President - McNeely Financial Strategies LLC
Fred McNeely entered the financial services industry in 1972 after serving four years in the United States Army as a Lieutenant. With more than 30 years of experience, he has been happily helping his clients live richer and more fulfilling lives. He is a financial advisor with Raymond James and President of McNeely Financial Strategies*. He specializes in financial planning. Fred is also the lead member of the McNeely Financial Strategies, which he started with the help of his eldest son, Tim. Together, the team focuses on long term family relationships that can benefit from the comprehensive resources available within Raymond James.
Fred currently lives in Porter Ranch, CA with his wife of over 35 years, Linda. Together, they have four children. He is also member of the El Cariso Golf Course Men’s Club, where he continuously strives to lower his handicap.
Timothy J. McNeely CFP® CIMA®
CERTIFIED FINANCIAL PLANNER™Certified Investment Management Analysts℠
Vice President - McNeely Financial Strategies LLC
Tim’s career in wealth management began at a young age, when he began spending summers interning with his father. After a few summers he knew that helping dentists with their financial problems was what he wanted to do.
As a CFP® and CIMA® Practitioner, Tim helps dentists take advantage of strategies and planning opportunities to create a personal vision for financial security. He provides a number of Wealth Advisory Services to dental professionals, their families as well as their dental practices. From tax to investment planning, retirement to estate planning, plus practice transition strategy; Tim helps make them available in one place.
As a Financial Adviser, CERTIFIED FINANCIAL PLANNER™ and a Certified Investment Management Analysts Practitioner℠, Tim enjoys getting to know each of his doctors as individuals in order to better tailor their financial plan to their own unique needs and aspirations. The CFP® designation is awarded to individuals certified by CFP® Board and who have taken the extra step to demonstrate their professionalism by voluntarily submitting to the rigorous CFP® certification process that includes education, examination, experience and ethics. The CIMA® is awarded to those who apply for and are accepted to a formal course of study covering every aspect of investment management consulting, from the realm of professional ethics, to quantitative modern portfolio theory.
- The Wharton School of The University of Pennsylvania '08
- CIMA® Certification
- College for Financial Planning '05
- CFP® Certification
- The Master's College and Seminary '02
- Economics / Math
Tim splits his time between Los Angles and Bakersfield and works with dentists in Central and Southern California. He enjoys traveling and staying active. He has a love for theology, church history, and global missions.
*McNeely Financial Strategies is an Independent Firm
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
CIMA® is a registered certification mark and Certified Investment Management Analyst (sm) is a service mark of the Investment Management Consultants Association, Inc. and denotes the highest quality of standard and education for financial professionals.
