Neal Van Zutphen, M.S., CFP®, President
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.
Neal is happily married, has three children and four grandchildren, and enjoys reading, hiking and golf.
Casey Van Zutphen, CFA, CFP®, Portfolio Manager
He is a member of the CFA Society of Orange County and the Financial Planning Association of Orange County.
Casey graduated Magna Cum Laude from the University of Arizona with a B.S. in Biochemistry and Molecular Biophysics. After university, Casey taught English in Japan. While traveling and enjoying the culture, he became fluent in Japanese, learned martial arts, and developed life-long relationships.
Casey enjoys spending time with his wife and two boys, and learning Japanese fencing and swordsmanship. He has earned the rank of fourth degree black belt in Kendo, and first degree black belt in Iaido.
Chuck Autrey, Investment Committee Member
Chuck graduated with honors and High Distinction from the University of Arizona in 1969 with a B.S. in Business Administration. He is a retired United States Air Force officer and pilot who has lived in Arizona since 1978.
Chuck opened a brokerage firm in Mesa in 1983, became an SEC registered Investment Advisor in 1984, and formed Delta Ventures Financial Counsel, Inc., a FEE FOR SERVICE investment management and financial planning firm, in 1994. He has taught “Basic Investing and Financial Management” at the local community college.
Chuck has two grown children, four grandchildren, and two great-grandchildren. Chuck manages his personal investment portfolio and those of his extended family with essentially the same investment selections that he uses for his clients. He likes to say “I eat my own cooking”. Chuck enjoys the solitude of desert living, hiking, flying his own antique airplane, and an occasional round of golf.
Cindy Wise, Registered Paraplanner
Cindy is from the Midwest. She moved to Arizona in 1993. She has over 25 years of office administration/support. Her work experience consists of working in a law office, bank trust department, large corporate business and statistical data research. Cindy began working for Intrinsic Wealth in September, 2000 and has attained her Registered Paraplanner certification. She enjoys spending time with her husband, children, grandchildren, family, and friends. She also enjoys photography and gardening.
Lay Advisory Board
We work with your other advisors in as many areas of your life as we can so as to better coordinate your care and advice for your most optimal outcome. Examples of your lay advisory board members may include: