Marcum LLP

Tim Neuville

Tim  Neuville, Senior Director, Marcum Financial Services
Senior Director
Marcum Financial Services

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Suite 1600
Costa Mesa, CA 92626

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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 25 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™professional.

Mr. Neuville provides wealth management for affluent individuals, including investment consulting, wealth enhancement, estate transfer, asset preservation and charitable giving. He works on a team approach with his clients 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 Fortune 500 companies and has appeared on Headline Business News Update. 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 & 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


Bachelor of Science in Business Administration
Southern Oregon State University

*Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Marcum Financial Services LLC, Marcum Group and Marcum LLP are not registered broker/dealers and are independent of Raymond James Financial Services, Inc. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. and Marcum Financial Services, LLC.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP(R), CERTIFIED FINANCIAL PLANNER(tm) and federally registered CFP (with flame design) in the U.S.

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