Neal Van Zutphen, CFP<sup>&reg;</sup> - Financial Advisor

Neal Van Zutphen, CFP®

M.S., FBS®

President/Owner

Intrinsic Wealth Counsel, Inc.

1255 W. Rio Salado Parkway, Ste 115
Tempe, AZ 85281
FINANCIAL ADVISOR'S WEBSITE
(480) 924-5613

General

Neal Van Zutphen is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Intrinsic Wealth Counsel, Inc. in Tempe, AZ and the surrounding communities.

Financial Advisor Overview



Who We Are

We are an independent, fee-only financial planning and asset management firm dedicated to the principle that advisors are compassionate fiduciaries to their clients.

What We Strive To Do

Financial Planning

We offer to provide technically excellent, client-centered, holistic financial life planning focusing on the client's aspirations. We strive to help clients clarify their goals and add meaning to their money. Technically correct financial plans are more likely to fail when those plans are not aligned with the client's core values, beliefs and aspirations, while successful financial life plans integrate financial and emotional intelligence and resonate with the client's will to meaning. The most successful financial planning clients are also those who recognize that facilitating change and goal achievement requires advisory relationships serving as collaborators and accountability partners.

Asset Management

We strive to achieve the client's growth and income needs by managing customized equity and income portfolios. We believe that the best way to building long-term wealth through asset management is a disciplined value-investing approach.

Customer Service and the Human Connection

We, like you, appreciate working with others rather than computer automation and thus strive to do all of the above with unparalleled individual-to-individual service. We take pride in our work and continually strive to improve.

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Financial Advisor Experience

Neal graduated with honors at the University of Phoenix with a B.S. in Business Management. He earned his Master of Science - Financial Planning in March 2011. Neal began his financial services career in 1983, and has been a Certified Financial Planner™ practitioner since 1987.

Neal is a past President and Chairman of the Financial Planning Association (FPA) of Greater Phoenix. He is also a member of the National Association of Personal Financial Advisors (NAPFA) and the Financial Therapy Association. He currently serves as the CFP Board Ambassador for the Greater Phoenix metropolitan area. In 2010 he was nominated by the Board of Directors of the FPA of Greater Phoenix for the "Heart of Financial Planning Award."

Neal has been published in the Journal of Financial Planning, the Journal of Financial Planning's "Between the Issues" E-Newsletter, the Journal of Financial Planning (Jan 2010 & Dec 2016). He has spoken at FPA National Retreat and FPA National Conference. In 2016, he presented at AFCPE National Conference and in April 2017 co-presented FPA/AFCPE Webinar. He has appeared on Channel 12 News' Call for Action with Dave Cherry, and has been cited locally and nationally by Smart Money Magazine, the Wall Street Journal and the Arizona Republic.

Neal has completed the Kansas State University certificate program in Financial Therapy and the Financial Behavior Specialist(TM) program from the Financial Psychology Institute. In 2017, he completed the Financial Psychology & Behavioral Finance Program at Creighton University Heider College of Business.


Neal is happily married, has three children, five grandchildren (hoping for more), and enjoys hiking and golf.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - M.S., CFP®, FBS®, CRPC®, AWMA™

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Estate Planning, Investment Management, Employee Benefits, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth

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Helpful Financial Planning Resources