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

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

Experience

1. Senior Vice President, Wealth Advisor

   FartherOct 2024 to Present
2. Host of The Dental Wealth Nation Show

   The LifeStone InstituteApr 2019 to Present
3. CEO & Founder

   The LifeStone InstituteMay 2009 to Present

Education

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

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