*Qualifications

Tim Neuville has been involved in the financial service industry for over 20 years. He began his career in 1980, spending five years as a retail banker with U.S. Bancorp in Portland, Oregon. In 1985, he graduated from Southern Oregon State College with a degree in business administration and a minor in economics.

Tim became a Registered Representative in1985. A licensed Life insurance, Disability, and Long-term care agent in California and Oregon (CA License# 0780979). To better specialize in investments and financial planning Tim earned the industry’s designations of Chartered Financial Consultant (ChFC) in 1995 and Chartered Life Underwriter (CLU) in 1997 from the American College in Bryn Mawr Pennsylvania. He also became a CERTIFIED FINANCIAL PLANNER(tm) in 2005. 

Tim currently serves as an adjunct professor and advisory board member at University of California-Irvine in their Personal Financial Planning Certificate program.  He has taught classes on investments and life insurance and is a keynote speaker on financial planning and investment management for organizations and Fortune 500 companies.

Tim is a member of The Society of Financial Service Professionals. In addition he has been an active board member since 1995 and has served as the 2000-01 President of the Orange County Chapter.  He is also a member of the Financial Services Institute. He also serves on his parish finance council at Santiago de Compostella Catholic Church.

His wife, Marty, and their three children, Nicolas, Tara Chanel, and Alexis reside with Tim in Portola Hills, Ca. They are active in outdoor, sports and church activities.