Marcum Financial Services
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 (ChFCÂ®), Chartered Life Underwriter (CLUÂ®) 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 & Designations
- Charted Financial Consultant (ChFCÂ®)
- Chartered Life Underwriter (CLUÂ®)
- Certified Financial Plannerâ„¢