About Tim

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 & Designations

  • Charted Financial Consultant (ChFC®)
  • Chartered Life Underwriter (CLU®)
  • Certified Financial Plannerâ„¢
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

*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.