Carey McNeal
Helping you make confident financial decisions.
- Role
- Regional Director, Partner at EP Wealth Advisors
- Location
- Boise, ID, US
- LinkedIn followers
- 500 followers
About Carey McNeal
EP Wealth AdvisorsThe Historic Hoff Building802 W Bannock St, Ste 100Boise, Idaho 83••••••35 years in investment managment and financial planning.NAPFA - Registered Financial AdvisorSpecialties: Using Parametric Simulation to help clients make decisions to meet their life long cash flow needs. Fee-Only Investment Management and Financial Planning. Core Equity and Fixed Income Portfolio Management using individual securities. Manager of Managers program for additional diversification using institutional mutual funds, ETFs, and Separate Account Managers.
Experience
Regional Director, Partner
May 2025 — Present · Boise, ID, US
Education
Boise State University
BBA, Marketing
1983 — 1988
Skills
- Financial Planning
- Mutual Funds
- Tax
- Personal Finance
- Project Planning
- Wealth Management
- Asset Management
- Planning
- Retirement
- Strategic Financial Planning
- Investment Advisory
- Investments
- Venture Capital
- Securities
- Estate Planning
- Equities
- Portfolio Management
- Small Business
- Investment Management
- Retirement Planning
- Finance
- Succession Planning
- Cash Flow
- Financial Services
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