Timothy McNeely

CFP®, CIMA®
Financial Advisor

Tim’s career in financial planning began at a young age, when he began spending summers interning with his father. After a few summers he knew that helping others with their financial problems was what he wanted to do.

In 2001 he joined his father at Citigroup Smith Barney. During his 8 years there he sharpened his financial planning skills by studying for and passing his CERTIFIED FINANCIAL PLANNER Board exam, spent time at the Wharton School of Business earning his Certified Investment Management Analysts and putting together financial plans for high net worth clients with a minimum of 5 million in investable assets.

In 2009 him and his father decided they had enough of Wall Street and desired to serve their clients better. They decided to go independent with Raymond James and start McNeely Financial Strategies LLC .

Being the planner that he is, Tim put together a financial plan for himself and soon to be wife, Dana Yeoman D.D.S. He was amazed and fascinated at the level of complexity dentists face in their financial lives. Based on the suggestion of Dr. Yeoman's practice consultant, he decided to specialize in holistic financial planning for dentists.

As a CFP® and CIMA® Practitioner Tim helps dentists take advantage of strategies and that help minimize the taxes and risk that dental practitioners face. He has developed a unique Digital Financial Planning Process for dentists that starts with a Digital Financial X-Ray Followed by a Digital Financial Treatment Plan and then an ongoing series of Financial Check-Up

Tim is happily married to his wife Dana. Since getting married on New Years Eve 2010 their family has grown to include two cats named Caddie & Wompus. They also have adopted a standard poodle named Birdie Bordeaux that is currently employed at Second Smile Denture Care as a therapy dog. They enjoy exploring California, discovering great wines, and spending time together. Tim and Dana are involved in their local church, have a heart for educating young women through Compassion International, and share a love for global mission and long for the day that Jesus returns.

Investment Management Consultants Association is the owner of the certification mark “CIMA®,” the service marks Certified Investment Management AnalystSM,” “Investment Management Consultants AssociationSM,” and “IMCA®.” Use of CIMA® or Certified Investment Management AnalystSM signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for investment management consultants.


Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.