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Tim McNeely, CFP®, CIMA®, CPFA®, CEPA®

Senior Vice President, Wealth Advisor at Farther

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Overview

Tim McNeely holds the position of Senior Vice President, Wealth Advisor at Farther [1]. McNeely holds multiple professional certifications, including the Certified Financial Planner (CFP®), Chartered Investment Management Analyst (CIMA®), Certified Private Wealth Advisor (CPFA®), and Certified Exit Planning Advisor (CEPA®) designations [1].

Career history

  1. Senior Vice President, Wealth AdvisorOct 2024 to PresentFarther
  2. Host of The Dental Wealth Nation ShowApr 2019 to PresentThe LifeStone Institute
  3. CEO & FounderMay 2009 to PresentThe LifeStone Institute

Education

  1. CFP® Certification Professional Education Program, CFP® Certification Professional Education Program2003 - 2005College for Financial Planning
  2. Certified Investment Management Analyst® Level II class, Modern Portfolio Theory2008 - 2008The Wharton School
  3. The Master's University

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