Neal Van Zutphen
M.S., CFP®, FBS®
Intrinsic Wealth Counsel
Fee-Only Financial Planner Serving Clients Throughout the Country and the Phoenix Metro Area for over 30 years
Neal Van Zutphen is a Tempe, AZ fee-only financial planner. Intrinsic Wealth Counsel provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Neal Van Zutphen is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Neal began his financial services career in 1983. He is the owner and President of Intrinsic Wealth Counsel, Inc.
Memberships and Associations:
- Financial Planning Association (FPA)
- National Association of Personal Financial Advisors (NAPFA)
- Financial Therapy Association (FTA)
- Associate Member of the American Psychological Association (APA)
Neal is the CFP Board Ambassador for the Phoenix Metropolitan area. He is past President and Chairman of the Financial Planning Association of Greater Phoenix. In 2010, the FPA of Greater Phoenix Board of Directors nominated Neal for the Heart of Financial Planning Award. His research was published in the Journal of Financial Planning and he has spoken at national financial planning conferences. He holds a Master’s of Science in personal financial planning, a Graduate Certificate in Financial Therapy from Kansas State University, a Graduate Certificate in Financial Psychology & Behavioral Finance Program from Creighton University Heider College of Business and is a Certified Financial Behaviorist™ from the Financial Psychology Institute.
Neal is happily married, has three children and five grandchildren, and enjoys reading, hiking, and golf.
Neal Van Zutphen is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
Serving clients throughout the country and the Phoenix metro area for over 30 years, we are an independent, fee-only financial planning and investment advisory firm.
“Intrinsic Wealth Counsel” speaks clearly to what we aspire. We manage and invest money based on the Intrinsic value of companies. When it comes to life planning, Wealth is far more than money. We believe that intrinsic motivations are far more powerful a force for life goal achievement than extrinsic motivations. We also believe there are few, if any, who enjoy being “managed”— however, most of us recognize the need and benefits of seeking Counsel from a trusted advisor or friend. We aspire to be both.
We believe that the fundamental purpose of personal life planning is to help you achieve your ideal selves. We want for you:
- To experience passion and vision in your life
- To feel a sense of safety and peace of mind.
- To recognize that it’s not about the money, it is about what you want to experience and your life goals. . It’s about your family, friends, loved ones and your dreams that may or may not cost money.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Neal Van Zutphen, Jr. is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Neal Van Zutphen, Jr. is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Neal Van Zutphen, Jr. is a member of The Financial Planning Association® (FPA®)
FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact Neal Van Zutphen
1255 W Rio Salado Pkwy
Tempe, AZ 85281