Meet The Team

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"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

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 group, 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®

Financial Advisor RJFS

Vice President - McNeely Financial Strategies

Tim’s career in wealth management began at age 18, when he began spending summers interning with his father. After a few summers he knew that helping clients with their financial problems was what he wanted to do. He enjoys getting to know each of his clients as individuals in order to better tailor their financial plan to their own unique needs and aspirations.

Tim is a Financial Adviser, CERTIFIED FINANCIAL PLANNER™ and a Certified Investment Management Analysts Practitioner℠.  The CFP® designation is awarded to individuals certified by CFP® Board and 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.

As a CFP® and CIMA® Practitioner, he provides comprehensive wealth management advice.  His focus is on how to help you grow, preserve and distribute your assets in the face of tumultuous financial markets and life-changing events. He can help you seek a comfortable retirement, tackle long-term-care issues and reduce the impact of taxes and other factors that may erode your wealth over time.

Tim lives in Sherman Oaks, CA. He enjoys traveling and staying active. He has a love for theology, church history, and global missions.

  • 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


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.